PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. REY-MONROY, M.D., INC.
Sponsor portfolio

REY-MONROY, M.D., INC.

EIN 77-0602305-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
7
16415 COLORADO AVE., STE. 308 - PARAMOUNT, CA 90723562-630-5581
Plans on this EIN
2 filings
#001TraditionalDB-$1.9M - 4 part#002ProfitSharing-$854K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • DEFINED BENEFIT PENSION (#001)69%
  • INC. 401K PLAN (#002)31%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)4
  • INC. 401K PLAN (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

REY-MONROY, M.D., INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

REY-MONROY, M.D., INC. 401K PLAN

ProfitSharing

Assets$854K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001REY-MONROY, M.D., INC. DEFINED BENEFIT PENSION PLANTraditionalDB$1.9M42024
002REY-MONROY, M.D., INC. 401K PLANProfitSharing$854K32024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica