Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GUILLERMO VALENZUELA M.D., P.A.
EIN 80-0808192Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$4.8M assets
Welfare
0
Participants
102
140 SW 84TH AVENUE, SUITE B - PLANTATION, FL 33324954-476-2338
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $4.8M assets / 102 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#003
GUILLERMO VALENZUELA, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GUILLERMO VALENZUELA MD, PA 401(K)
401k
Assets$1.6M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GUILLERMO VALENZUELA MD, PA 401(K)
401k
Assets$1.6M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GUILLERMO VALENZUELA, M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.7M | 28 | 2024 | |
| 001 | GUILLERMO VALENZUELA MD, PA 401(K) | 401k | $1.6M | 37 | 2025 | |
| 002 | GUILLERMO VALENZUELA MD, PA 401(K) | 401k | $1.6M | 37 | 2025 |
Retirement plans