PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BONES & SPINE SURGERY INC.
Sponsor portfolio

BONES & SPINE SURGERY INC.

EIN 20-1676458-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
13
25915 BARTON ROAD #203 - LOMA LINDA, CA 92354626-232-8737waynecheng.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$3.4M - 3 part#002401k-$751K - 10 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • DEFINED BENEFIT PENSION (#001)82%
  • SURGERY INC. 401(K) (#002)18%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SURGERY INC. 401(K) (#002)10
  • DEFINED BENEFIT PENSION (#001)3
Total 13Click 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

BONES & SPINE SURGERY INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BONES & SPINE SURGERY INC. 401(K) PLAN

401k

Assets$751K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BONES & SPINE SURGERY INC. DEFINED BENEFIT PENSION PLANTraditionalDB$3.4M32025
002BONES & SPINE SURGERY INC. 401(K) PLAN401k$751K102024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica