Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Jean Rizkallah MD Inc
EIN 27-2567678Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$276K assets
Welfare
0
Participants
8
450 4TH AVENUE, SUITE 408 - CHULA VISTA, CA 91910210-540-8708
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $276K assets / 8 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#002
JEAN RIZKALLAH MD CASH BALANCE PENSION PLAN
Cash balance
Assets$264K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEAN RIZKALLAH MD RETIREMENT PLAN
Profit-sharing
Assets$12K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEAN RIZKALLAH MD CASH BALANCE PENSION PLAN | Cash balance | $264K | 4 | 2025 | |
| 001 | JEAN RIZKALLAH MD RETIREMENT PLAN | Profit-sharing | $12K | 4 | 2025 |
Retirement plans