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Sponsor portfolio

RM FLORES MD INC

EIN 81-2961370-medical practice-Latest filing 2024
Plans
2
Retirement
2
$528K assets
Welfare
0
Participants
12
296 H ST STE 201 - CHULA VISTA, CA 919104779619-884-0831LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$452K - 4 part#001401k-$76K - 8 part

Retirement portfolio analytics

2 plans aggregated / $528K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • CASH BALANCE PLAN (#002)86%
  • PLAN & TRUST (#001)14%
Total $528KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)8
  • CASH BALANCE PLAN (#002)4
Total 12Click 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#002

RM FLORES MD INC CASH BALANCE PLAN

CashBalance

Assets$452K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

RM FLORES MD INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$76K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RM FLORES MD INC CASH BALANCE PLANCashBalance$452K42024
001RM FLORES MD INC 401(K) PROFIT SHARING PLAN & TRUST401k$76K82024
Retirement plans
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