Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY J. GUTMAN, M.D. A SOLE PROPRIETOR
EIN 77-0190145Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
28
14850 LOS GATOS BLVD - LOS GATOS, CA 95032408-395-3343
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 28 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
JEFFREY J. GUTMAN, M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$2.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY GUTMAN, M.D. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.4M
Participants21
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 | JEFFREY J. GUTMAN, M.D. 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 7 | 2024 | |
| 002 | JEFFREY GUTMAN, M.D. CASH BALANCE PENSION PLAN | CashBalance | $2.4M | 21 | 2024 |
Retirement plans