Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHILIP E WERTHMAN MD AMC
EIN 95-4641816Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
8
2080 CENTURY PARK EAST SUITE 907 - LOS ANGELES, CA 90067310-277-2873
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M 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
PHILIP E WERTHMAN MD AMC PROFIT SHARING PLAN
ProfitSharing
Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHILIP E WERTHMAN MD A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.7M
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 | PHILIP E WERTHMAN MD AMC PROFIT SHARING PLAN | ProfitSharing | $1.8M | 4 | 2024 | |
| 002 | PHILIP E WERTHMAN MD A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.7M | 4 | 2024 |
Retirement plans