Assets by plan
Share of aggregate retirement assets
Filings through .
Adult Internal Medicine Clinic of Yuma Inc
EIN 20-1484632Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$2.9M assets
Health & Benefits
0
Participants
9
2120 WEST 24TH STREET, SUITE A - YUMA, AZ 85364928-782-6015
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.9M assets / 9 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
ADULT INTERNAL MEDICINE PENSION PLAN
Traditional DB
Assets$2.0M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ADULT INTERNAL MEDICINE SAFE HARBOR 401(K) AND PROFIT SHARING PLAN
401(k)
Assets$576K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ADULT INTERNAL MEDICINE CASH BALANCE PLAN
Cash balance
Assets$246K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ADULT INTERNAL MEDICINE PENSION PLAN | Traditional DB | $2.0M | 3 | 2025 |
| #002 | ADULT INTERNAL MEDICINE SAFE HARBOR 401(K) AND PROFIT SHARING PLAN | 401(k) | $576K | 3 | 2025 |
| #001 | ADULT INTERNAL MEDICINE CASH BALANCE PLAN | Cash balance | $246K | 3 | 2024 |
- #003 · Traditional DB · 20253
- #002 · 401(k) · 20253
- #001 · Cash balance · 20243
Retirement plans
Health & Benefits plans