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Sponsor portfolio

SURAJ CHERRY, MD

EIN 84-1688664-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
10
3505 LONE TREE WAY, STE 6 - ANTIOCH, CA 94509925-778-4555cherryeyecenter.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$2.6M - 2 part#001401k-$1.5M - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • DEFINED BENEFIT PLAN (#002)64%
  • CHERRY MD 401(K) (#001)36%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHERRY MD 401(K) (#001)8
  • DEFINED BENEFIT PLAN (#002)2
Total 10Click 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

SURAJ M CHERRY MD DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SURAJ M. CHERRY MD 401(K) PLAN

401k

Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SURAJ M CHERRY MD DEFINED BENEFIT PLANTraditionalDB$2.6M22024
001SURAJ M. CHERRY MD 401(K) PLAN401k$1.5M82024
Retirement plans
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