Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
JACQUELINE LOSI, M.D.
EIN 46-2682465medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M 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
JACQUELINE LOSI, M.D. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.8M
Participants3
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Retirement#001
JACQUELINE LOSI, M.D. 401(K) PLAN & TRUST
401k
Assets$596K
Participants5
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 | JACQUELINE LOSI, M.D. DEFINED BENEFIT PLAN | TraditionalDB | $1.8M | 3 | 2025 | |
| 001 | JACQUELINE LOSI, M.D. 401(K) PLAN & TRUST | 401k | $596K | 5 | 2025 |
Retirement plans