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  2. RAYMOND M. VANCE, M.D., A MEDICAL CORPORATION
Sponsor portfolio

RAYMOND M. VANCE, M.D., A MEDICAL CORPORATION

EIN 95-3545042-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$19.3M assets
Welfare
0
Participants
10
3737 MORAGA AVE., SUITE A106 - SAN DIEGO, CA 92117858-270-4420
Plans on this EIN
2 filings
#002401k-$17.0M - 6 part#003TraditionalDB-$2.3M - 4 part

Retirement portfolio analytics

2 plans aggregated / $19.3M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#002)88%
  • DEFINED BENEFIT PLAN (#003)12%
Total $19.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)6
  • DEFINED BENEFIT PLAN (#003)4
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RAYMOND M. VANCE, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$17.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

RAYMOND M. VANCE, M.D., AMC DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RAYMOND M. VANCE, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN401k$17.0M62024
003RAYMOND M. VANCE, M.D., AMC DEFINED BENEFIT PLANTraditionalDB$2.3M42024
Retirement plans
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