Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDWIN C. AMOS, III, M.D.
EIN 58-2140411Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
9
2021 SANTA MONICA BLVD., STE 525-E - SANTA MONICA, CA 90404310-829-2126
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 9 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#001
EDWIN C. AMOS, III, M.D. PROFIT SHARING PLAN
ProfitSharing
Assets$3.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EDWIN C. AMOS, III, MD CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDWIN C. AMOS, III, M.D. PROFIT SHARING PLAN | ProfitSharing | $3.8M | 4 | 2025 | |
| 002 | EDWIN C. AMOS, III, MD CASH BALANCE PLAN | CashBalance | $1.9M | 5 | 2025 |
Retirement plans