Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.A.L. SANTOS, M.D., INCORPORATED
EIN 33-0186224medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 15 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#001
J.A.L. SANTOS, M.D., INCORPORATED PROFIT SHARING PLAN
ProfitSharing
Assets$6.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J.A.L. SANTOS, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J.A.L. SANTOS, M.D., INCORPORATED PROFIT SHARING PLAN | ProfitSharing | $6.8M | 5 | 2025 | |
| 002 | J.A.L. SANTOS, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.1M | 10 | 2025 |
Retirement plans