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Sponsor portfolio

HEATHER PENA, MD

EIN 27-4001983-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
4
999 ADAMS STREET #105 - ST. HELENA, CA 94574707-967-9000
Plans on this EIN
2 filings
#002TraditionalDB-$1.3M - 2 part#001401k-$1.2M - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN & TRUST (#002)51%
  • PLAN & TRUST (#001)49%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)2
  • PLAN & TRUST (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HEATHER PENA DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

HEATHER PENA 401(K) PLAN & TRUST

401k

Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HEATHER PENA DEFINED BENEFIT PLAN & TRUSTTraditionalDB$1.3M22024
001HEATHER PENA 401(K) PLAN & TRUST401k$1.2M22024
Retirement plans
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