Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
CARLOS ROSAS, M.D.
EIN 74-2248585Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
77
704 PAREDES LINE ROAD, STE A - BROWNSVILLE, TX 78251956-831-7111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 77 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
CARLOS ROSAS, M.D. DEFINED BENEFIT PENSION PLAN AND TRUST
CashBalance
Assets$1.9M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CARLOS ROSAS, M.D. 401 (K) PROFIT SHARING PLAN
401k
Assets$752K
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARLOS ROSAS, M.D. DEFINED BENEFIT PENSION PLAN AND TRUST | CashBalance | $1.9M | 24 | 2024 | |
| 001 | CARLOS ROSAS, M.D. 401 (K) PROFIT SHARING PLAN | 401k | $752K | 53 | 2024 |
Retirement plans