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Sponsor portfolio

GERSON O PINEDA, MD PLLC

EIN 84-2628273-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$659K assets
Welfare
0
Participants
11
5101 MEADOWSIDE LN - PLANO, TX 75093832-293-3368
Plans on this EIN
2 filings
#001401k-$333K - 6 part#002CashBalance-$326K - 5 part

Retirement portfolio analytics

2 plans aggregated / $659K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • MD PLLC 401(K) (#001)51%
  • CASH BALANCE PLAN (#002)49%
Total $659KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD PLLC 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#001

GERSON O PINEDA, MD PLLC 401(K) PLAN

401k

Assets$333K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GERSON O PINEDA MD PLLC CASH BALANCE PLAN

CashBalance

Assets$326K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GERSON O PINEDA, MD PLLC 401(K) PLAN401k$333K62025
002GERSON O PINEDA MD PLLC CASH BALANCE PLANCashBalance$326K52025
Retirement plans
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