Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FADY N. ELIAS M.D., INC.
EIN 45-3655913Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
6
31 GOLF DRIVE - ALISO VIEJO, CA 92656631-965-1286
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 6 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
FADY N. ELIAS M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FADY N ELIAS, M.D., INC. 401(K) PLAN
401k
Assets$847K
Participants3
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 | FADY N. ELIAS M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.7M | 3 | 2024 | |
| 001 | FADY N ELIAS, M.D., INC. 401(K) PLAN | 401k | $847K | 3 | 2024 |
Retirement plans