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  2. OLDE DEL MAR SURGICAL MEDICAL GROUP, INC
Sponsor portfolio

OLDE DEL MAR SURGICAL MEDICAL GROUP, INC

EIN 26-2727387-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
38
9850 GENESEE AVENUE, STE 570 - LA JOLLA, CA 92037858-558-4615LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$1.5M - 19 part#001401k-$862K - 19 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • DEFINED BENEFIT PENSION (#002)63%
  • MANAGEMENT 401K Savings (#001)37%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)19
  • MANAGEMENT 401K Savings (#001)19
Total 38Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LA JOLLA WEIGHT MANAGEMENT DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LA JOLLA WEIGHT MANAGEMENT 401K SAVINGS PLAN

401k

Assets$862K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LA JOLLA WEIGHT MANAGEMENT DEFINED BENEFIT PENSION PLANTraditionalDB$1.5M192024
001LA JOLLA WEIGHT MANAGEMENT 401K SAVINGS PLAN401k$862K192024
Retirement plans
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