Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GERGES MEDICAL CLINIC, INC.
EIN 20-4371961Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
13
131 SOUTH TAMARACK AVENUE, SUITE A - VISALIA, CA 93291559-636-1168gergesmedicalclinic.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M 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#002
GERGES MEDICAL CLINIC, INC. CASH BALANCE PLAN
CashBalance
Assets$3.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GERGES MEDICAL CLINIC, INC. 401(K) PLAN
401k
Assets$3.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GERGES MEDICAL CLINIC, INC. CASH BALANCE PLAN | CashBalance | $3.8M | 6 | 2025 | |
| 001 | GERGES MEDICAL CLINIC, INC. 401(K) PLAN | 401k | $3.5M | 7 | 2025 |
Retirement plans