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Sponsor portfolio

ALLIED ANESTHESIA MEDICAL GROUP, INC.

EIN 33-0557529-medical practice-Latest filing 2024
Plans
5
Retirement
5
$170.8M assets
Welfare
0
Participants
189
400 NORTH TUSTIN AVENUE,, SUITE 270 - SANTA ANA, CA 92705714-619-5383alliedanesthesia.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
5 filings
#002401k-$78.2M - 68 part#005401k-$38.5M - 19 part#008401k-$38.1M - 27 part#009CashBalance-$9.8M - 59 part#007401k-$6.2M - 16 part

Retirement portfolio analytics

5 plans aggregated / $170.8M assets / 189 participants

Assets by plan

Share of aggregate retirement assets

46%top
  • PROFIT SHARING PLAN (#002)46%
  • PROFIT SHARING PLAN (#005)23%
  • PROFIT SHARING PLAN (#008)22%
  • CASH BALANCE PLAN (#009)6%
  • PROFIT SHARING PLAN (#007)4%
Total $170.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)68
  • CASH BALANCE PLAN (#009)59
  • PROFIT SHARING PLAN (#008)27
  • PROFIT SHARING PLAN (#005)19
  • PROFIT SHARING PLAN (#007)16
Total 189Click 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

ALLIED ANESTHESIA MEDICAL GROUP, INC. ORANGE DIVISION 401(K) PROFIT SHARING PLAN

401k

Assets$78.2M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ALLIED ANESTHESIA MEDICAL GROUP, INC. UPLAND DIVISION 401(K) PROFIT SHARING PLAN

401k

Assets$38.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

ALLIED ANESTHESIA MEDICAL GROUP, INC. FULLERTON DIVISION 401(K) PROFIT SHARING PLAN

401k

Assets$38.1M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

ALLIED ANESTHESIA CASH BALANCE PLAN

CashBalance

Assets$9.8M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

ALLIED ANESTHESIA MEDICAL GROUP, INC. STANDARD 401(K) PROFIT SHARING PLAN

401k

Assets$6.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
002ALLIED ANESTHESIA MEDICAL GROUP, INC. ORANGE DIVISION 401(K) PROFIT SHARING PLAN401k$78.2M682024
005ALLIED ANESTHESIA MEDICAL GROUP, INC. UPLAND DIVISION 401(K) PROFIT SHARING PLAN401k$38.5M192024
008ALLIED ANESTHESIA MEDICAL GROUP, INC. FULLERTON DIVISION 401(K) PROFIT SHARING PLAN401k$38.1M272024
009ALLIED ANESTHESIA CASH BALANCE PLANCashBalance$9.8M592024
007ALLIED ANESTHESIA MEDICAL GROUP, INC. STANDARD 401(K) PROFIT SHARING PLAN401k$6.2M162024
Retirement plans
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