Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC.
EIN 22-3872881medical practiceLatest filing 2025
Plans
3
Retirement
3
$19.5M assets
Welfare
0
Participants
153
1315 SOUTH MILLER STREET, SUITE 101 - SANTA MARIA, CA 93454805-349-2945gisantamaria.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $19.5M assets / 153 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
SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$17.2M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN II
ProfitSharing
Assets$674K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $17.2M | 102 | 2025 | |
| 002 | SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $1.6M | 30 | 2024 | |
| 003 | SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN II | ProfitSharing | $674K | 21 | 2025 |
Retirement plans