Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARCO GUTIERREZ, M.D. & ASSOCIATES
EIN 74-3023822medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
76
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 76 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
MARCO GUTIERREZ, M.D. & ASSOCIATES DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$844K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARCO GUTIERREZ, M.D. & ASSOCIATES 401(K) PLAN
401k
Assets$750K
Participants40
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 | MARCO GUTIERREZ, M.D. & ASSOCIATES DEFINED BENEFIT PENSION PLAN | CashBalance | $844K | 36 | 2024 | |
| 002 | MARCO GUTIERREZ, M.D. & ASSOCIATES 401(K) PLAN | 401k | $750K | 40 | 2024 |
Retirement plans