Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
BRUCE B. CHISHOLM, MD, APC
EIN 27-2586011hospital & health careLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
12
39300 BOB HOPE DR. - RANCHO MIRAGE, CA 92270760-779-9559LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 12 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
BRUCE B. CHISHOLM, MD, APC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BRUCE B. CHISHOLM, MD, APC 401(K) PLAN
401k
Assets$384K
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 | |
|---|---|---|---|---|---|---|
| 002 | BRUCE B. CHISHOLM, MD, APC CASH BALANCE PLAN | CashBalance | $1.3M | 6 | 2024 | |
| 001 | BRUCE B. CHISHOLM, MD, APC 401(K) PLAN | 401k | $384K | 6 | 2024 |
Retirement plans