Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERTA D. SENGELMANN, M.D., INC.
EIN 27-1759589Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
45
2921 DE LA VINA STREET - SANTA BARBARA, CA 93105805-770-3999
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 45 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#003
VALHALLA MEDICAL CASH BALANCE PENSION PLAN
CashBalance
Assets$4.1M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SB SKIN INSTITUTE 401(K) PROFIT SHARING PLAN
401k
Assets$931K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | VALHALLA MEDICAL CASH BALANCE PENSION PLAN | CashBalance | $4.1M | 20 | 2024 | |
| 002 | SB SKIN INSTITUTE 401(K) PROFIT SHARING PLAN | 401k | $931K | 25 | 2024 |
Retirement plans