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  2. JASON CUELLAR MD LLC
Sponsor portfolio

JASON CUELLAR MD LLC

EIN 87-3029991-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$476K assets
Welfare
0
Participants
4
658 W. INDIANTOWN ROAD, SUITE #212 - JUPITER, FL 33458305-459-3175
Plans on this EIN
2 filings
#002CashBalance-$378K - 2 part#001401k-$98K - 2 part

Retirement portfolio analytics

2 plans aggregated / $476K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • CASH BALANCE PLAN (#002)79%
  • CUELLAR SPINE 401(K) (#001)21%
Total $476KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • CUELLAR SPINE 401(K) (#001)2
Total 4Click 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

CUELLAR SPINE CASH BALANCE PLAN

CashBalance

Assets$378K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CUELLAR SPINE 401(K) PLAN

401k

Assets$98K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CUELLAR SPINE CASH BALANCE PLANCashBalance$378K22025
001CUELLAR SPINE 401(K) PLAN401k$98K22025
Retirement plans
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