Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JASON A. BLACK M.D., INC. DBA VALLEY INTERNAL PHYSICIANS
EIN 27-3285015Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
24
24680 JEFFERSON AVENUE, SUITE A - MURRIETA, CA 92562951-677-2252
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 24 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
VALLEY INTERNAL PHYSICIANS RETIREMENT TRUST
401k
Assets$1.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VALLEY INTERNAL PHYSICIANS CASH BALANCE PLAN
CashBalance
Assets$415K
Participants11
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 | VALLEY INTERNAL PHYSICIANS RETIREMENT TRUST | 401k | $1.1M | 13 | 2024 | |
| 002 | VALLEY INTERNAL PHYSICIANS CASH BALANCE PLAN | CashBalance | $415K | 11 | 2024 |
Retirement plans