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Sponsor portfolio

THOMAS E. VIEIRA

EIN 47-5234042-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
7
PO BOX 9436 - RANCHO SANTA FE, CA 92067858-888-5811LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$773K - 3 part#001401k-$249K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#002)76%
  • TEV 401(K) (#001)24%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TEV 401(K) (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TEV CASH BALANCE PLAN

CashBalance

Assets$773K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TEV 401(K) PLAN

401k

Assets$249K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TEV CASH BALANCE PLANCashBalance$773K32024
001TEV 401(K) PLAN401k$249K42024
Retirement plans
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