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Sponsor portfolio

RYAN C PETERSON MD, INC.

EIN 27-4415643-medical practice-Latest filing 2025
Plans
2
Retirement
2
$783K assets
Welfare
0
Participants
10
2023 KENDRA COURT - LOS ANGELES, CA 90068310-266-3774LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$396K - 5 part#001401k-$388K - 5 part

Retirement portfolio analytics

2 plans aggregated / $783K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN & TRUST (#002)50%
  • PLAN & TRUST (#001)50%
Total $783KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)5
  • PLAN & TRUST (#001)5
Total 10Click 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

RYAN C PETERSON MD, INC. CASH BALANCE PLAN & TRUST

CashBalance

Assets$396K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RYAN C PETERSON MD, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$388K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RYAN C PETERSON MD, INC. CASH BALANCE PLAN & TRUSTCashBalance$396K52025
001RYAN C PETERSON MD, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$388K52025
Retirement plans
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