Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
R. SONIA BATRA MD, INC.
EIN 51-0628997Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
26
2216 SANTA MONICA BLVD, SUITE 101 - SANTA MONICA, CA 90404310-829-9099
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 26 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
R. SONIA BATRA MD, INC. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
R. SONIA BATRA MD, 401K PLAN AND TRUST
401k
Assets$1.1M
Participants17
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 | R. SONIA BATRA MD, INC. CASH BALANCE PLAN | CashBalance | $2.3M | 9 | 2025 | |
| 001 | R. SONIA BATRA MD, 401K PLAN AND TRUST | 401k | $1.1M | 17 | 2025 |
Retirement plans