Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC.
EIN 27-3533253medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
21
2121 EAST COAST HIGHWAY, SUITE 250 - CORONA DEL MAR, CA 92625949-706-3300LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 21 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#005
PERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC. 401(K) PLAN
401k
Assets$974K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
PERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC. CASH BALANCE PLAN
CashBalance
Assets$440K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | PERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC. 401(K) PLAN | 401k | $974K | 13 | 2025 | |
| 006 | PERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC. CASH BALANCE PLAN | CashBalance | $440K | 8 | 2025 |
Retirement plans