Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTH BAY ORTHOPEDIC AND SPORTS MEDICINE CLINIC, INC.
EIN 20-4025479Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
13
333 O'CONNOR DRIVE - SAN JOSE, CA 95128408-376-3380
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 13 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
SOUTH BAY ORTHOPEDIC AND SPORTS MEDICINE CLINIC, INC. 401(K) PLAN
401k
Assets$3.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTH BAY ORTHOPEDIC AND SPORTS MEDICINE CLINIC, INC. CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants5
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 | SOUTH BAY ORTHOPEDIC AND SPORTS MEDICINE CLINIC, INC. 401(K) PLAN | 401k | $3.8M | 8 | 2024 | |
| 002 | SOUTH BAY ORTHOPEDIC AND SPORTS MEDICINE CLINIC, INC. CASH BALANCE PLAN | CashBalance | $3.2M | 5 | 2024 |
Retirement plans