Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BORIS M. ACKERMAN, M.D.
EIN 93-0973358Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
7
360 SAN MIGUEL DRIVE, SUITE 607 - NEWPORT BEACH, CA 926607832946-759-3284
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M 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
BORIS M. ACKERMAN, M. D. PROFIT SHARING PLAN
ProfitSharing
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BORIS M. ACKERMAN, M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$300K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BORIS M. ACKERMAN, M. D. PROFIT SHARING PLAN | ProfitSharing | $1.4M | 5 | 2025 | |
| 004 | BORIS M. ACKERMAN, M.D., P.C. CASH BALANCE PLAN | CashBalance | $300K | 2 | 2025 |
Retirement plans