Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL D. WAGNER, M.D., INC.
EIN 33-0691796medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
10
2664 WEST CANYON AVE - SAN DIEGO, CA 92123858-560-8890pauldweirmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 10 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
PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PAUL D. WAGNER, M.D., INC. 401(K) PLAN
401k
Assets$1K
Participants2
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 | PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.6M | 8 | 2024 | |
| 001 | PAUL D. WAGNER, M.D., INC. 401(K) PLAN | 401k | $1K | 2 | 2025 |
Retirement plans