Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAX VINCO SOLIGUEN, MD, INC.
EIN 41-2107660Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
19
1183 EAST FOOTHILL BLVD., SUITE 230 - UPLAND, CA 91786909-920-9050
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 19 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
MAX SOLIGUEN, MD CASH BALANCE PLAN
CashBalance
Assets$4.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MAX SOLIGUEN, MD 401(K) PLAN
401k
Assets$2.5M
Participants9
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 | MAX SOLIGUEN, MD CASH BALANCE PLAN | CashBalance | $4.3M | 10 | 2024 | |
| 001 | MAX SOLIGUEN, MD 401(K) PLAN | 401k | $2.5M | 9 | 2024 |
Retirement plans