Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID J. OLIVERI, M.D. PROFESSIONAL CORPORATION
EIN 88-0315037Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
7
851 S. RAMPART BLVD., SUITE 115 - LAS VEGAS, NV 89145702-493-1237
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 7 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#003
DAVID J. OLIVERI, M.D. PENSION PLAN
CashBalance
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DAVID J. OLIVERI, M.D. 401(K) PLAN
401k
Assets$870K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DAVID J. OLIVERI, M.D. PENSION PLAN | CashBalance | $1.9M | 4 | 2025 | |
| 002 | DAVID J. OLIVERI, M.D. 401(K) PLAN | 401k | $870K | 3 | 2025 |
Retirement plans