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Sponsor portfolio

LOMITA FAMILY MEDICAL GROUP, INC.

EIN 20-0649307-medical practice-Latest filing 2025
Plans
3
Retirement
3
$1.2M assets
Welfare
0
Participants
25
903 CARDIFF STREET - SAN DIEGO, CA 92114619-465-3121LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$901K - 8 part#003CashBalance-$282K - 8 part#002401k-$11K - 9 part

Retirement portfolio analytics

3 plans aggregated / $1.2M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • GROUP, INC. 401(K) (#001)75%
  • CASH BALANCE PENSION (#003)24%
  • PROFIT SHARING PLAN (#002)1%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)9
  • GROUP, INC. 401(K) (#001)8
  • CASH BALANCE PENSION (#003)8
Total 25Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LOMITA FAMILY MEDICAL GROUP, INC. 401(K) PLAN

401k

Assets$901K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LOMITA FAMILY MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$282K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LOMITA FAMILY MEDICAL GROUP, INC. PROFIT SHARING PLAN

401k

Assets$11K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001LOMITA FAMILY MEDICAL GROUP, INC. 401(K) PLAN401k$901K82024
003LOMITA FAMILY MEDICAL GROUP, INC. CASH BALANCE PENSION PLANCashBalance$282K82024
002LOMITA FAMILY MEDICAL GROUP, INC. PROFIT SHARING PLAN401k$11K92025
Retirement plans
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