Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $713K assets / 8 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.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | DONN R. MARUTANI, MD, INC. CASH BALANCE PLAN | Cash balance | $565K | 4 | 2025 |
| #002 | DONN MARUTANI, M.D., INC. 401(K) RETIREMENT PLAN | 401(k) | $148K | 4 | 2025 |