Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A. GREGORY CARUSO, M.D. INC. DBA SUN LIFE MEDICAL GROUP
EIN 95-3501756Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$9.8M assets
Welfare
0
Participants
20
73211 FRED WARING DR #100 - PALM DESERT, CA 92260760-568-4939
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.8M assets / 20 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
A. GREGORY CARUSO, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$7.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
A. GREGORY CARUSO, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.0M
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 | A. GREGORY CARUSO, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $7.9M | 10 | 2024 | |
| 001 | A. GREGORY CARUSO, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $2.0M | 10 | 2024 |
Retirement plans