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  2. ANGELA M. RODRIGUEZ, INC.
Sponsor portfolio

ANGELA M. RODRIGUEZ, INC.

EIN 82-1181011-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
3
$983K assets
Welfare
0
Participants
19
2100 WEBSTER ST, SUITE 416 - SAN FRANCISCO, CA 94115530-902-3884LinkedIn1-10 employees
Plans on this EIN
3 filings
#003TraditionalDB-$642K - 6 part#001401k-$245K - 7 part#002ProfitSharing-$96K - 6 part

Retirement portfolio analytics

3 plans aggregated / $983K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • INC. RETIREMENT PLAN (#003)65%
  • ART SURGICAL (#001)25%
  • PROFIT SHARING PLAN (#002)10%
Total $983KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ART SURGICAL (#001)7
  • INC. RETIREMENT PLAN (#003)6
  • PROFIT SHARING PLAN (#002)6
Total 19Click 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#003

ANGELA M. RODRIGUEZ, INC. RETIREMENT PLAN

TraditionalDB

Assets$642K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ART SURGICAL

401k

Assets$245K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANGELA M. RODRIGUEZ, INC PROFIT SHARING PLAN

ProfitSharing

Assets$96K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003ANGELA M. RODRIGUEZ, INC. RETIREMENT PLANTraditionalDB$642K62025
001ART SURGICAL401k$245K72025
002ANGELA M. RODRIGUEZ, INC PROFIT SHARING PLANProfitSharing$96K62025
Retirement plans
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