Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WARREN I DOTZ
EIN 94-2992978Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$15.1M assets
Welfare
0
Participants
8
2999 REGENT STREET #300 - BERKELEY, CA 947052118
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.1M assets / 8 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
WARREN I DOTZ MD MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$11.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WARREN I DOTZ MD PROFIT SHARING PLAN
ProfitSharing
Assets$4.1M
Participants4
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 | WARREN I DOTZ MD MONEY PURCHASE PENSION PLAN | MoneyPurchase | $11.0M | 4 | 2024 | |
| 002 | WARREN I DOTZ MD PROFIT SHARING PLAN | ProfitSharing | $4.1M | 4 | 2024 |
Retirement plans