Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EGBERT SAAVEDRA, MD, PLLC
EIN 27-1552029Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$9.5M assets
Welfare
0
Participants
10
7579 E. FELICITY PLACE - TUCSON, AZ 85750520-603-1715
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.5M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EGBERT SAAVEDRA, MD, PLLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$7.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EGBERT SAAVEDRA, MD, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EGBERT SAAVEDRA, MD, PLLC DEFINED BENEFIT PLAN | TraditionalDB | $7.4M | 4 | 2024 | |
| 002 | EGBERT SAAVEDRA, MD, PLLC 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 6 | 2024 |
Retirement plans