Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASPEN MEDICAL GROUP, INC.
EIN 30-0221533medical practiceLatest filing 2025
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
111
341 MAGNOLIA AVE, STE 201 - CORONA, CA 92879951-735-6969aspenmedgroup.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.5M assets / 111 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
ASPEN MEDICAL GROUP, INC 401(K) PROFIT SHARING PLAN
401k
Assets$8.7M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ASPEN MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.8M
Participants61
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 | ASPEN MEDICAL GROUP, INC 401(K) PROFIT SHARING PLAN | 401k | $8.7M | 50 | 2025 | |
| 002 | ASPEN MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN | CashBalance | $3.8M | 61 | 2025 |
Retirement plans