Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHIVANAND R. POLE, M.D., INC.
EIN 27-4931034medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
7
3801 KATELLA AVENUE, SUITE 321 - LOS ALAMITOS, CA 90720562-546-7282LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 7 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
SHIVANAND R. POLE, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN
401k
Assets$1.5M
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 | SHIVANAND R. POLE, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.3M | 3 | 2025 | |
| 001 | SHIVANAND R. POLE, M.D., INC. 401(K) PLAN | 401k | $1.5M | 4 | 2025 |
Retirement plans