Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERNARDINO A. AROCHA, M.D., P.A.
EIN 76-0252124medical practiceLatest filing 2024
Plans
2
Retirement
2
$12.8M assets
Welfare
0
Participants
17
3005 HULDY ST. - HOUSTON, TX 77098713-526-4247abayabernardino.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.8M assets / 17 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
BERNARDINO A. AROCHA, M.D., P.A. 401(K) PLAN
401k
Assets$10.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERNARDINO A. AROCHA, M.D., P.A. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.4M
Participants8
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 | BERNARDINO A. AROCHA, M.D., P.A. 401(K) PLAN | 401k | $10.4M | 9 | 2024 | |
| 002 | BERNARDINO A. AROCHA, M.D., P.A. DEFINED BENEFIT PENSION PLAN | CashBalance | $2.4M | 8 | 2024 |
Retirement plans