Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID G SONG MD INC
EIN 83-1338709Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$621K assets
Welfare
0
Participants
24
2100 MONTEZUMA AVE - ALHAMBRA, CA 91803909-902-0009
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $621K assets / 24 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
DAVID G SONG MD INC 401(K) PLAN
401k
Assets$366K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID G SONG MD INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$255K
Participants4
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 | DAVID G SONG MD INC 401(K) PLAN | 401k | $366K | 20 | 2024 | |
| 002 | DAVID G SONG MD INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $255K | 4 | 2024 |
Retirement plans