Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EZELL ASKEW JR MD INC
EIN 46-4701446Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
19
610 SOUTH FAIRMONT AVENUE - LODI, CA 95240209-224-5236
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 19 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
EZELL ASKEW JR MD INC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
EZELL ASKEW JR MD INC 401K PROFIT SHARING PLAN
401k
Assets$254K
Participants10
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 | EZELL ASKEW JR MD INC CASH BALANCE PENSION PLAN | CashBalance | $1.0M | 9 | 2024 | |
| 001 | EZELL ASKEW JR MD INC 401K PROFIT SHARING PLAN | 401k | $254K | 10 | 2024 |
Retirement plans