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  2. UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY
Sponsor portfolio

UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY

EIN 33-0357152-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
22
1400 NORTH HARBOR BLVD, SUITE 300 - FULLERTON, CA 92835714-870-5970ocurodocs.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$5.1M - 14 part#003CashBalance-$643K - 8 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PROFIT SHARING PLAN (#002)89%
  • CASH BALANCE PENSION (#003)11%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)14
  • CASH BALANCE PENSION (#003)8
Total 22Click 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#002

UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY 401(K) PROFIT SHARING PLAN

401k

Assets$5.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY CASH BALANCE PENSION PLAN

CashBalance

Assets$643K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY 401(K) PROFIT SHARING PLAN401k$5.1M142024
003UROLOGICAL MEDICAL GROUP OF NORTH ORANGE COUNTY CASH BALANCE PENSION PLANCashBalance$643K82024
Retirement plans
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