Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL J. GROTH, MD
EIN 95-4279991medical practiceLatest filing 2024
Plans
2
Retirement
2
$10.6M assets
Welfare
0
Participants
18
9675 BRIGHTON WAY, SUITE 410 - BEVERLY HILLS, CA 902105192310-274-2525drmichaelgroth.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.6M assets / 18 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#005
GROTH & ZAPATERO, MDS CASH BALANCE PLAN
CashBalance
Assets$5.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
GROTH & ZAPATERO, MDS PROFIT SHARING PLAN
ProfitSharing
Assets$5.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | GROTH & ZAPATERO, MDS CASH BALANCE PLAN | CashBalance | $5.4M | 9 | 2024 | |
| 004 | GROTH & ZAPATERO, MDS PROFIT SHARING PLAN | ProfitSharing | $5.2M | 9 | 2024 |
Retirement plans