Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $1.7M assets / 4 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SAMUEL R CHACON MD PC RETIREMENT PLAN | Traditional DB | $1.5M | 2 | 2024 |
| #002 | SAMUEL R. CHACON MD PC 401(K) PROFIT SHARING PLAN | 401(k) | $280K | 2 | 2024 |