Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUIS E. ALVAREZ, MD, APMC
EIN 72-1444348medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
43
1100 ANDRE STREET, SUITE 301 - NEW IBERIA, LA 70563337-364-9225dralvarez.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 43 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
LUIS E. ALVAREZ, MD, APMC PROFIT SHARING 401(K) PLAN
401k
Assets$4.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUIS ALVAREZ MD CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants23
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 | LUIS E. ALVAREZ, MD, APMC PROFIT SHARING 401(K) PLAN | 401k | $4.4M | 20 | 2025 | |
| 002 | LUIS ALVAREZ MD CASH BALANCE PLAN | CashBalance | $3.2M | 23 | 2025 |
Retirement plans