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  2. ALLAN S. TREADWELL, MD, INC.
Sponsor portfolio

ALLAN S. TREADWELL, MD, INC.

EIN 84-5175256-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
6
350 PARNASSUS AVE STE 710 - SAN FRANCISCO, CA 94117415-744-1484LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$2.7M - 2 part#001401k-$899K - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • INC. DB PLAN (#002)75%
  • PLAN & TRUST (#001)25%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)4
  • INC. DB PLAN (#002)2
Total 6Click 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

ALLAN S. TREADWELL, MD, INC. DB PLAN

TraditionalDB

Assets$2.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALLAN S TREADWELL MD INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$899K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALLAN S. TREADWELL, MD, INC. DB PLANTraditionalDB$2.7M22025
001ALLAN S TREADWELL MD INC 401(K) PROFIT SHARING PLAN & TRUST401k$899K42025
Retirement plans
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