Assets by plan
Share of aggregate retirement assets
98%top
Sponsor portfolio
ROBERTO CANALES, M.D., P.A.
EIN 74-2298260medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
84
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 84 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#003
ROBERTO CANALES, M.D., P.A. 401(K) PLAN & TRUST
ProfitSharing
Assets$2.1M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBETO CANALES, M.D., P.A. PENSION PLAN AND TRUST
TraditionalDB
Assets$46K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROBERTO CANALES, M.D., P.A. 401(K) PLAN & TRUST | ProfitSharing | $2.1M | 78 | 2024 | |
| 001 | ROBETO CANALES, M.D., P.A. PENSION PLAN AND TRUST | TraditionalDB | $46K | 6 | 2024 |
Retirement plans