Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KENNETH D. OSORIO, M.D., P.L.L.C.
EIN 87-0699281Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
57
3514 N POWER RD, STE 118 - MESA, AZ 85215480-236-4716
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 57 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
KENNETH D. OSORIO, MD DBA ADVANCED VEIN CENTER 401(K) PLAN
401k
Assets$2.5M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KENNETH D. OSORIO, MD DBA ADVANCED VEIN CENTER CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KENNETH D. OSORIO, MD DBA ADVANCED VEIN CENTER 401(K) PLAN | 401k | $2.5M | 34 | 2024 | |
| 002 | KENNETH D. OSORIO, MD DBA ADVANCED VEIN CENTER CASH BALANCE PLAN | CashBalance | $2.2M | 23 | 2024 |
Retirement plans