PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OC SKIN INSTITUTE
Sponsor portfolio

OC SKIN INSTITUTE

EIN 27-0759431-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
27
800 N. TUSTIN AVE., SUITE G - SANTA ANA, CA 92705714-547-6111ocskininstitute.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$928K - 21 part#002CashBalance-$737K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN AND TRUST (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)21
  • CASH BALANCE PLAN (#002)6
Total 27Click 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#001

O.C. SKIN INSTITUTE EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k

Assets$928K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OC SKIN INSTITUTE CASH BALANCE PLAN

CashBalance

Assets$737K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001O.C. SKIN INSTITUTE EMPLOYEES' PROFIT SHARING PLAN AND TRUST401k$928K212024
002OC SKIN INSTITUTE CASH BALANCE PLANCashBalance$737K62024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica