Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETER S. UZELAC MD, A PC DBA MARIN FERTILITY CENTER
EIN 45-3988573Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
39
1100 S. ELISEO DRIVE, STE 107 - GREENBRAE, CA 94904415-925-9404
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 39 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
MARIN FERTILITY CENTER CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MARIN FERTILITY CENTER PROFIT SHARING/401(K) PLAN
401k
Assets$1.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARIN FERTILITY CENTER CASH BALANCE PLAN | CashBalance | $1.5M | 15 | 2024 | |
| 001 | MARIN FERTILITY CENTER PROFIT SHARING/401(K) PLAN | 401k | $1.2M | 24 | 2024 |
Retirement plans