Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALEX HARRISON, M.D., INC.
EIN 90-0445543civil engineeringLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
25
1510 EAST MAIN STREET, SUITE 101 - SANTA MARIA, CA 93454805-928-0610alexharrisonmd.comLinkedIn11-50 employeescivil engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 25 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
ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALEX HARRISON, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$972K
Participants11
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 | ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $3.0M | 14 | 2025 | |
| 002 | ALEX HARRISON, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $972K | 11 | 2025 |
Retirement plans