Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
CHARLES K. MORRIS, M.D., F.A.C.C., INC.
EIN 27-4371423medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
11
2100 WEBSTER STREET, SUITE 521 - SAN FRANCISCO, CA 94115415-885-8650LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 11 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
CHARLES K. MORRIS M.D. FACC INC. CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHARLES K. MORRIS, MD, FACC, INC. 401(K) PLAN
401k
Assets$1.7M
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 | CHARLES K. MORRIS M.D. FACC INC. CASH BALANCE PLAN | CashBalance | $2.7M | 5 | 2025 | |
| 001 | CHARLES K. MORRIS, MD, FACC, INC. 401(K) PLAN | 401k | $1.7M | 6 | 2025 |
Retirement plans