Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARY LEE AMERIAN, A MEDICAL CORPORATION
EIN 95-4569364medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
19
2336 SANTA MONICA BLVD. STE 209 - SANTA MONICA, CA 90404310-829-9396LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 19 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#003
MARY LEE AMERIAN, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARY LEE AMERIAN, A MEDICAL CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$74K
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 | |
|---|---|---|---|---|---|---|
| 003 | MARY LEE AMERIAN, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.3M | 9 | 2024 | |
| 002 | MARY LEE AMERIAN, A MEDICAL CORPORATION PROFIT SHARING PLAN | ProfitSharing | $74K | 10 | 2024 |
Retirement plans