Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
BERNADETTE SANTOS, M.D., P.A.
EIN 46-1133252medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M 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#001
BERNADETTE SANTOS, M.D., P.A. 401(K) PLAN
401k
Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERNADETTE SANTOS, M.D., P.A. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$1.1M
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 | |
|---|---|---|---|---|---|---|
| 001 | BERNADETTE SANTOS, M.D., P.A. 401(K) PLAN | 401k | $1.7M | 3 | 2024 | |
| 002 | BERNADETTE SANTOS, M.D., P.A. CASH BALANCE PLAN AND TRUST | CashBalance | $1.1M | 3 | 2024 |
Retirement plans