Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONEJO VALLEY PHYSICAL THERAPY, INC.
EIN 27-0732535health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$979K assets
Welfare
0
Participants
15
90 E. THOUSAND OAKS BLVD, SUITE 200 - THOUSAND OAKS, CA 91360805-497-9300cvpt.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $979K assets / 15 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
CONEJO VALLEY PHYSICAL THERAPY PROFIT SHARING PLAN
401k
Assets$695K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$284K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONEJO VALLEY PHYSICAL THERAPY PROFIT SHARING PLAN | 401k | $695K | 9 | 2025 | |
| 002 | CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $284K | 6 | 2025 |
Retirement plans