Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TODD A. AUKER, M.D., A P.C.
EIN 94-3402655Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
17
2324 SANTA RITA ROAD, SUITE 7 - PLEASANTON, CA 94566925-931-1090
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 17 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
TODD A. AUKER, M.D., A P.C. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TODD A. AUKER, M.D., A P.C. PROFIT SHARING 401(K) PLAN
401k
Assets$1.1M
Participants10
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 | TODD A. AUKER, M.D., A P.C. CASH BALANCE PLAN | CashBalance | $2.0M | 7 | 2024 | |
| 001 | TODD A. AUKER, M.D., A P.C. PROFIT SHARING 401(K) PLAN | 401k | $1.1M | 10 | 2024 |
Retirement plans