Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
CRAIG GEILER MD PC
EIN 93-4796496medical practiceLatest filing 2025
Plans
2
Retirement
2
$82K assets
Welfare
0
Participants
9
243 EL DORADO STREET, SUITE 300 - MONTEREY, CA 93940831-242-0110LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $82K assets / 9 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
CRAIG GEILER MD PC DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$52K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CRAIG GEILER MD PC 401(K) PLAN & TRUST
ProfitSharing
Assets$30K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CRAIG GEILER MD PC DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $52K | 4 | 2024 | |
| 001 | CRAIG GEILER MD PC 401(K) PLAN & TRUST | ProfitSharing | $30K | 5 | 2025 |
Retirement plans