Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES SHERMAN, M.D., INC.
EIN 95-4467408Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
8
900 N. ROXBURY DRIVE - BEVERLY HILLS, CA 902103020310-274-6656
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 8 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
JAMES SHERMAN, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES SHERMAN, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$507K
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 | |
|---|---|---|---|---|---|---|
| 001 | JAMES SHERMAN, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.7M | 4 | 2024 | |
| 002 | JAMES SHERMAN, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $507K | 4 | 2024 |
Retirement plans