Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FERTILITY INSTITUTE OF SAN DIEGO, P.C.
EIN 46-4533069medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
6
9850 GENESEE AVENUE, SUITE 300 - LA JOLLA, CA 92037781-883-4227fertilityinstitutesandiego.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M 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
FERTILITY INSTITUTE OF SAN DIEGO, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FERTILITY INSTITUTE OF SAN DIEGO, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$944K
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 | FERTILITY INSTITUTE OF SAN DIEGO, P.C. 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 3 | 2024 | |
| 002 | FERTILITY INSTITUTE OF SAN DIEGO, P.C. CASH BALANCE PENSION PLAN | CashBalance | $944K | 3 | 2024 |
Retirement plans