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  1. Companies/
  2. STEWART MASON, M.D., INC.
Sponsor portfolio

STEWART MASON, M.D., INC.

EIN 86-1105833-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
20
1374 E. ALLUVIAL AVE. - FRESNO, CA 93720559-981-2600
Plans on this EIN
2 filings
#001401k-$3.1M - 13 part#002CashBalance-$404K - 7 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • & MASON 401(K) (#001)88%
  • CASH BALANCE PLAN (#002)12%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & MASON 401(K) (#001)13
  • CASH BALANCE PLAN (#002)7
Total 20Click 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

DRS. BOSCH, IKEDILO & MASON 401(K) PLAN

401k

Assets$3.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DRS. BOSCH, IKEDILO & MASON CASH BALANCE PLAN

CashBalance

Assets$404K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DRS. BOSCH, IKEDILO & MASON 401(K) PLAN401k$3.1M132024
002DRS. BOSCH, IKEDILO & MASON CASH BALANCE PLANCashBalance$404K72024
Retirement plans
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