Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RITA R. ELLITHORPE, M.D., INC.
EIN 47-4281534Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
49
13422 NEWPORT AVENUE, SUITE L - TUSTIN, CA 92780714-544-1521
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 49 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
TUSTIN LONGEVITY CENTER CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TUSTIN LONGEVITY CENTER 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$228K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TUSTIN LONGEVITY CENTER CASH BALANCE PLAN | CashBalance | $1.4M | 20 | 2024 | |
| 003 | TUSTIN LONGEVITY CENTER 401(K) PROFIT SHARING PLAN | ProfitSharing | $228K | 29 | 2024 |
Retirement plans