Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DINO CLARIZIO, M.D.
EIN 95-4226986Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
13
1505 SO. BALDWIN AVENUE, SUITE A - ARCADIA, CA 91007626-821-3290
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 13 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
DINO CLARIZIO, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN
ProfitSharing
Assets$3.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DINO CLARIZIO, M. D. CASH BALANCE PENSION PLAN
CashBalance
Assets$597K
Participants6
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 | DINO CLARIZIO, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN | ProfitSharing | $3.0M | 7 | 2024 | |
| 002 | DINO CLARIZIO, M. D. CASH BALANCE PENSION PLAN | CashBalance | $597K | 6 | 2024 |
Retirement plans