Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID GREEN, PH.D. & LOUISE GREEN, PH.D., APC
EIN 95-3162364medical practiceLatest filing 2025
Plans
2
Retirement
2
$842K assets
Welfare
0
Participants
9
5333 MISSION CENTER ROAD, SUITE 354 - SAN DIEGO, CA 92108619-281-0616LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $842K 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
DAVID GREEN, PH.D. & LOUISE GREEN, PH.D., APC MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$586K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DAVID GREEN, PH.D. & LOUISE GREEN, PH.D., APC PROFIT SHARING PLAN
ProfitSharing
Assets$256K
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 | |
|---|---|---|---|---|---|---|
| 002 | DAVID GREEN, PH.D. & LOUISE GREEN, PH.D., APC MONEY PURCHASE PENSION PLAN | MoneyPurchase | $586K | 5 | 2025 | |
| 001 | DAVID GREEN, PH.D. & LOUISE GREEN, PH.D., APC PROFIT SHARING PLAN | ProfitSharing | $256K | 4 | 2025 |
Retirement plans