Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD G. QUIST, M.D. INC.
EIN 91-2121316medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
15
520 SUPERIOR AVE. SUITE 245 - NEWPORT BEACH, CA 92663949-645-8300LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 15 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#002
RICHARD G. QUIST, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RICHARD G. QUIST, M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RICHARD G. QUIST, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 8 | 2024 | |
| 003 | RICHARD G. QUIST, M.D., INC. CASH BALANCE PLAN | CashBalance | $1.4M | 7 | 2024 |
Retirement plans