Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JORGE LOPEZ M.D.
EIN 33-0800587hospital & health careLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M 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
JORGE LOPEZ M.D. CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JORGE LOPEZ M.D. PROFIT SHARING PLAN
ProfitSharing
Assets$201K
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 | |
|---|---|---|---|---|---|---|
| 002 | JORGE LOPEZ M.D. CASH BALANCE PLAN | CashBalance | $3.0M | 5 | 2025 | |
| 001 | JORGE LOPEZ M.D. PROFIT SHARING PLAN | ProfitSharing | $201K | 5 | 2025 |
Retirement plans