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  2. CHERESA C. NG, M.D., INC.
Sponsor portfolio

CHERESA C. NG, M.D., INC.

EIN 81-5320981-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
11
2250 HAYES ST, SUITE 408 - SAN FRANCISCO, CA 94117415-221-6668
Plans on this EIN
2 filings
#002CashBalance-$2.4M - 5 part#001401k-$804K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • M.D., INC. 401(K) (#001)25%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D., INC. 401(K) (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click 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

CHERESA C. NG, M.D., INC. CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CHERESA C. NG, M.D., INC. 401(K) PLAN

401k

Assets$804K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHERESA C. NG, M.D., INC. CASH BALANCE PLANCashBalance$2.4M52024
001CHERESA C. NG, M.D., INC. 401(K) PLAN401k$804K62024
Retirement plans
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