Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOEL Q. VELASQUEZ, M.D., INC.
EIN 33-0694037medical practiceLatest filing 2024
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 20 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
JOEL Q. VELASQUEZ, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$5.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOEL Q. VELASQUEZ, M.D., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.7M
Participants6
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 | JOEL Q. VELASQUEZ, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $5.0M | 14 | 2024 | |
| 003 | JOEL Q. VELASQUEZ, M.D., INC. DEFINED BENEFIT PLAN | TraditionalDB | $1.7M | 6 | 2024 |
Retirement plans