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Sponsor portfolio

TALIA MEDICAL GROUP

EIN 20-1922288-medical devices-Latest filing 2024
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
25
41593 WINCHESTER RD., STE. 101 - TEMECULA, CA 92590951-719-1111yelp.com/biz/talia-medical-group-temeculaLinkedIn1-10 employeesmedical devices
Plans on this EIN
2 filings
#002TraditionalDB-$4.6M - 13 part#001ProfitSharing-$1.3M - 12 part

Retirement portfolio analytics

2 plans aggregated / $5.9M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • DEFINED BENEFIT PLAN (#002)78%
  • PROFIT SHARING PLAN (#001)22%
Total $5.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)13
  • PROFIT SHARING PLAN (#001)12
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#002

TALIA MEDICAL GROUP DEFINED BENEFIT PLAN

TraditionalDB

Assets$4.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

TALIA MEDICAL GROUP PROFIT SHARING PLAN

ProfitSharing

Assets$1.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TALIA MEDICAL GROUP DEFINED BENEFIT PLANTraditionalDB$4.6M132024
001TALIA MEDICAL GROUP PROFIT SHARING PLANProfitSharing$1.3M122024
Retirement plans
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