Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
JERREL EMERY M.D., INC.
EIN 47-2437023Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
28
41769 ENTERPRISE CIRCLE NORTH, SUITE 208 - TEMECULA, CA 92590858-774-1517
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 28 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
JERREL EMERY MD INC CASH BALANCE PENSION PLAN
CashBalance
Assets$722K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JERREL EMERY M.D., INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$584K
Participants21
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 | JERREL EMERY MD INC CASH BALANCE PENSION PLAN | CashBalance | $722K | 7 | 2024 | |
| 001 | JERREL EMERY M.D., INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $584K | 21 | 2024 |
Retirement plans