Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ENERGY FOR SUCCESS INSTITUTE LTD.
EIN 81-4880202Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
4
500 N. GARFIELD AVENUE, SUITE 307 - MONTEREY PARK, CA 91754213-413-5010
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 4 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
BARRY MORGUELAN, M.D., PC PENSION PLAN
ProfitSharing
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BARRY MORGUELAN, M.D., PC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$734K
Participants1
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 | BARRY MORGUELAN, M.D., PC PENSION PLAN | ProfitSharing | $1.2M | 3 | 2025 | |
| 002 | BARRY MORGUELAN, M.D., PC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $734K | 1 | 2024 |
Retirement plans