Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANTA CLARITA CARDIOLOGY MEDICAL GROUP, INC.
EIN 20-4926168medical practiceLatest filing 2025
Plans
3
Retirement
2
$2.8M assets
Welfare
1
Participants
28
23928 LYONS AVENUE, SUITE 201 - VALENCIA, CA 91355661-255-8320LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 20 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
SANTA CLARITA CARDIOLOGY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN
ProfitSharing
Assets$2.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SANTA CLARITA CARDIOLOGY MEDIC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$226K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
SANTA CLARITA CARDIOLOGY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SANTA CLARITA CARDIOLOGY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN | ProfitSharing | $2.5M | 8 | 2025 | |
| 001 | SANTA CLARITA CARDIOLOGY MEDIC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $226K | 12 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | SANTA CLARITA CARDIOLOGY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans