Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
MELANIE PALM, M.D., P.C.
EIN 27-1864104Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
37
437 SOUTH HIGHWAY 101, SUITE 217 - SOLANA BEACH, CA 92075
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 37 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
MELANIE PALM, M.D., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MELANIE PALM, M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST
TraditionalDB
Assets$1.1M
Participants18
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 | MELANIE PALM, M.D., P.C. 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 19 | 2024 | |
| 002 | MELANIE PALM, M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST | TraditionalDB | $1.1M | 18 | 2024 |
Retirement plans