Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASTILLO & TORRES, M.D., P.A.
EIN 45-3458908medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
57
2328 S. CONGRESS AVE, UNIT 1E - PALM SPRINGS, FL 33406561-324-7224LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 57 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
CASTILLO & TORRES, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CASTILLO & TORRES, M.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$894K
Participants30
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 | CASTILLO & TORRES, M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.5M | 27 | 2024 | |
| 001 | CASTILLO & TORRES, M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $894K | 30 | 2024 |
Retirement plans