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Sponsor portfolio

DOC MEDICAL

EIN 92-2280393-medical practice-Latest filing 2024
Plans
2
Retirement
2
$567K assets
Welfare
0
Participants
4
712 LE MANS WAY - HALF MOON BAY, CA 94019210-563-8007LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$384K - 2 part#002TraditionalDB-$183K - 2 part

Retirement portfolio analytics

2 plans aggregated / $567K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PLAN & TRUST (#001)68%
  • PLAN & TRUST (#002)32%
Total $567KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)2
  • PLAN & TRUST (#002)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#001

DOC MEDICAL 401(K) PLAN & TRUST

401k

Assets$384K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DOC MEDICAL DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$183K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DOC MEDICAL 401(K) PLAN & TRUST401k$384K22024
002DOC MEDICAL DEFINED BENEFIT PLAN & TRUSTTraditionalDB$183K22024
Retirement plans
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