Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN D. MCCAFFERY, M.D., INC.
EIN 26-2118456Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
27
5333 HOLLISTER AVE., STE. 155 - SANTA BARBARA, CA 93111805-964-6926
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 27 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
JOHN D. MCCAFFERY, M.D., INC. 401(K) PLAN
401k
Assets$3.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOHN D. MCCAFFERY, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.2M
Participants8
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 | JOHN D. MCCAFFERY, M.D., INC. 401(K) PLAN | 401k | $3.8M | 19 | 2024 | |
| 003 | JOHN D. MCCAFFERY, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $2.2M | 8 | 2024 |
Retirement plans