Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
J. MARK MORALES, M.D., P.A.
EIN 74-2793410medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
20
1224 3RD STREET - CORPUS CHRISTI, TX 78404361-854-0201jmarkmoralesmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 20 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. MARK MORALES, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J. MARK MORALES, M.D., P.A. 401(K) PLAN
401k
Assets$1.1M
Participants11
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 | J. MARK MORALES, M.D., P.A. CASH BALANCE PLAN | CashBalance | $2.2M | 9 | 2024 | |
| 002 | J. MARK MORALES, M.D., P.A. 401(K) PLAN | 401k | $1.1M | 11 | 2024 |
Retirement plans