Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARLOS J. ESPARZA MD, PC
EIN 85-0474076medical practiceLatest filing 2024
Plans
2
Retirement
2
$781K assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $781K assets / 15 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#002
CARLOS J. ESPARZA MD, PC RETIREMENT PLAN
401k
Assets$470K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CARLOS J. ESPARZA, MD, PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$311K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARLOS J. ESPARZA MD, PC RETIREMENT PLAN | 401k | $470K | 7 | 2024 | |
| 003 | CARLOS J. ESPARZA, MD, PC DEFINED BENEFIT PLAN | TraditionalDB | $311K | 8 | 2024 |
Retirement plans