Assets by plan
Share of aggregate retirement assets
Filings through .
Ronald P Monteverde MD
EIN 85-0332961Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Health & Benefits
0
Participants
8
3 REGENCY SQ - HOBBS, NM 882429789575-390-0028
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PROFIT SHARING PLAN QRP KEOGH
Profit-sharing
Assets$2.4M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MONEY PURCHASE PLAN QRP KEOGH
Money purchase
Assets$1.9M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PROFIT SHARING PLAN QRP KEOGH | Profit-sharing | $2.4M | 4 | 2025 |
| #001 | MONEY PURCHASE PLAN QRP KEOGH | Money purchase | $1.9M | 4 | 2025 |
- #002 · Profit-sharing · 20254
- #001 · Money purchase · 20254
Retirement plans