Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAIME S. SCHWARTZ M.D., P.C.
EIN 46-0858507Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$421K assets
Welfare
0
Participants
12
240 S. LA CIENEGA BLVD #200 - BEVERLY HILLS, CA 90211310-882-5454
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $421K assets / 12 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
JAIME S. SCHWARTZ M.D., P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$321K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAIME S. SCHWARTZ M.D., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$101K
Participants9
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 | JAIME S. SCHWARTZ M.D., P.C. CASH BALANCE PENSION PLAN | CashBalance | $321K | 3 | 2024 | |
| 001 | JAIME S. SCHWARTZ M.D., P.C. 401(K) PROFIT SHARING PLAN | 401k | $101K | 9 | 2024 |
Retirement plans