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  2. MELANIE HO ERB MD INC
Sponsor portfolio

MELANIE HO ERB MD INC

EIN 81-4103061-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
5
16300 SAND CANYON AVE, SUITE 1007 - IRVINE, CA 92618949-727-0102melaniehoerbmd.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 2 part#003401k-$1.4M - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PENSION (#002)51%
  • INC RETIREMENT PLAN (#003)49%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC RETIREMENT PLAN (#003)3
  • CASH BALANCE PENSION (#002)2
Total 5Click 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

MELANIE HO ERB MD INC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

MELANIE HO ERB MD INC RETIREMENT PLAN

401k

Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MELANIE HO ERB MD INC CASH BALANCE PENSION PLANCashBalance$1.5M22025
003MELANIE HO ERB MD INC RETIREMENT PLAN401k$1.4M32025
Retirement plans
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