Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
DR. REBECCA SMALL, A MEDICAL CORPORATION
EIN 84-3921294Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
28
820 BAY AVENUE, SUITE 246 - CAPITOLA, CA 95010831-475-1077
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 28 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
DR. REBECCA SMALL, A MEDICAL CORPORATION 401(K) PLAN & TRUST
401k
Assets$1.0M
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DR. REBECCA SMALL, A MEDICAL CORPORATION DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$435K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DR. REBECCA SMALL, A MEDICAL CORPORATION 401(K) PLAN & TRUST | 401k | $1.0M | 18 | 2024 | |
| 002 | DR. REBECCA SMALL, A MEDICAL CORPORATION DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $435K | 10 | 2024 |
Retirement plans