Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
PEREZ LI OPHTHALMOLOGY GROUP
EIN 35-1746914medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M 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#004
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PEREZ LI OPHTHALMOLOGY GROUP PC 401(K) PLAN
401k
Assets$832K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN | CashBalance | $2.0M | 7 | 2024 | |
| 003 | PEREZ LI OPHTHALMOLOGY GROUP PC 401(K) PLAN | 401k | $832K | 13 | 2024 |
Retirement plans