Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALEX ZAND, M.D., A.P.C.
EIN 56-2365347Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
46
1010 WEST LA VETA AVENUE, SUITE 610 - ORANGE, CA 92868714-285-2311
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 46 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
ALEX ZAND, M.D., A.P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ALEX ZAND, M.D., A.P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$444K
Participants32
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 | ALEX ZAND, M.D., A.P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.7M | 14 | 2025 | |
| 003 | ALEX ZAND, M.D., A.P.C. PROFIT SHARING PLAN | ProfitSharing | $444K | 32 | 2025 |
Retirement plans