Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OAKS INTERNAL MEDICINE, A PROFESSIONAL CORPORATION
EIN 27-2894102Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
11
3295 OLD CONEJO ROAD - NEWBURY PARK, CA 91320805-375-6000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 11 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
OAKS INTERNAL MEDICINE DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.6M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OAKS INTERNAL MEDICINE 401(K) PLAN
401k
Assets$464K
Participants7
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 | OAKS INTERNAL MEDICINE DEFINED BENEFIT PLAN | TraditionalDB | $1.6M | 4 | 2024 | |
| 001 | OAKS INTERNAL MEDICINE 401(K) PLAN | 401k | $464K | 7 | 2025 |
Retirement plans