Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. MICHAEL ELIZONDO, D.D.S., P.C.
EIN 74-2696070Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
27
3420 SOUTH ALAMEDA STREET - CORPUS CHRISTI, TX 78411361-857-5494
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 27 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
J. MICHAEL ELIZONDO 401(K) PLAN
401k
Assets$2.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
J. MICHAEL ELIZONDO CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J. MICHAEL ELIZONDO 401(K) PLAN | 401k | $2.5M | 12 | 2024 | |
| 002 | J. MICHAEL ELIZONDO CASH BALANCE PLAN | CashBalance | $2.0M | 15 | 2024 |
Retirement plans