Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN G APOSTOLIDES MD INC.
EIN 46-2443925Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
8
1322 SCOTT STREET, SUITE 102 - SAN DIEGO, CA 92106619-222-3339
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 8 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
JOHN G APOSTOLIDES MD INC. CASH BALANCE PLAN
CashBalance
Assets$760K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JOHN G APOSTOLIDES MD INC. PROFIT SHARING PLAN
401k
Assets$383K
Participants4
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 | JOHN G APOSTOLIDES MD INC. CASH BALANCE PLAN | CashBalance | $760K | 4 | 2024 | |
| 001 | JOHN G APOSTOLIDES MD INC. PROFIT SHARING PLAN | 401k | $383K | 4 | 2024 |
Retirement plans