Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LA VERNE FAMILY MEDICAL CENTER, INC.
EIN 20-4699962medical practiceLatest filing 2025
Plans
2
Retirement
2
$626K assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $626K assets / 18 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
TAN WONG, M.D. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$569K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAN WONG MD PROFIT SHARING PLAN
ProfitSharing
Assets$58K
Participants14
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 | TAN WONG, M.D. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $569K | 4 | 2024 | |
| 002 | TAN WONG MD PROFIT SHARING PLAN | ProfitSharing | $58K | 14 | 2025 |
Retirement plans