Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
ALISA L WILLIAMS M D INC
EIN 33-0692671medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
10
5555 RESERVOIR DRIVE, SUITE 307 - SAN DIEGO, CA 92120619-299-3111LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M 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#001
ALISA L WILLIAMS M D INC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$3.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ALISA L WILLIAMS M D INC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$3.5M
Participants5
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 | ALISA L WILLIAMS M D INC 401K PROFIT SHARING PLAN AND TRUST | 401k | $3.5M | 5 | 2025 | |
| 003 | ALISA L WILLIAMS M D INC 401K PROFIT SHARING PLAN AND TRUST | 401k | $3.5M | 5 | 2025 |
Retirement plans