Assets by plan
Share of aggregate retirement assets
- MD, PA 401(K) (#001)$1.6M
- MD, PA 401(K) (#002)$1.6M
Filings through .
3 plans aggregated / $3.2M assets / 76 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Cash balance
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GUILLERMO VALENZUELA MD, PA 401(K) | 401(k) | $1.6M | 37 | 2025 |
| #002 | GUILLERMO VALENZUELA MD, PA 401(K) | 401(k) | $1.6M | 37 | 2025 |
| #003 | GUILLERMO VALENZUELA, M.D., P.A. CASH BALANCE PLAN | Cash balance | $37K | 2 | 2025 |