Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. MARTHA RODRIGUEZ, P.A.
EIN 65-0556223Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
28
9228 EQUUS CIRCLE - BOYTON BEACH, FL 33472561-523-5324
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 28 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
MARTHA RODRIGUEZ, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$3.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARTHA RODRIGUEZ, M.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$392K
Participants25
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 | MARTHA RODRIGUEZ, M.D., P.A. CASH BALANCE PLAN | CashBalance | $3.8M | 3 | 2024 | |
| 001 | MARTHA RODRIGUEZ, M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $392K | 25 | 2024 |
Retirement plans
Welfare plans