Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY B. GLASER, M.D., INC.
EIN 95-4892103medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
18
5344 LONG SHADOW COURT - WEST LAKE VILLAGE, CA 91362818-744-0505LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M 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#001
GLASER 401(K) RETIREMENT PLAN
401k
Assets$4.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GLASER DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.6M
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 | |
|---|---|---|---|---|---|---|
| 001 | GLASER 401(K) RETIREMENT PLAN | 401k | $4.1M | 9 | 2025 | |
| 002 | GLASER DEFINED BENEFIT PLAN | TraditionalDB | $3.6M | 9 | 2024 |
Retirement plans