Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMMUNITY HEALTH INITIATIVE
EIN 25-1924934insuranceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
93
2140 JEFFERSON STREET, SUITE D - NAPA, CA 94559707-227-0830calchi.orgLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 93 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
COMMUNITY HEALTH INITIATIVE 401K PLAN
401k
Assets$752K
Participants64
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
COMMUNITY HEALTH INITIATIVE NAPA COUNTY 403B PLAN
403b
Assets$305K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMMUNITY HEALTH INITIATIVE 401K PLAN | 401k | $752K | 64 | 2025 | |
| 001 | COMMUNITY HEALTH INITIATIVE NAPA COUNTY 403B PLAN | 403b | $305K | 29 | 2025 |
Retirement plans