Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRAD JACOBS M.D., INC.
EIN 80-0448016Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
16
751 E BLITHEDALE AVE # 1003 - MILL VALLEY, CA 94942415-225-2313
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 16 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
BRAD JACOBS, M.D., INC. PROFIT SHARING 401(K) PLAN
401k
Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRAD JACOBS M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$754K
Participants7
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 | BRAD JACOBS, M.D., INC. PROFIT SHARING 401(K) PLAN | 401k | $1.3M | 9 | 2025 | |
| 002 | BRAD JACOBS M.D., INC. CASH BALANCE PLAN | CashBalance | $754K | 7 | 2025 |
Retirement plans