Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROFESSIONAL LOCUMS, PC
EIN 33-3590591Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$284K assets
Welfare
0
Participants
10
117 CAMINO DE VIDA, #300 - SANTA ROSA, NM 88435505-918-6093
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $284K assets / 10 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#002
PROFESSIONAL LOCUMS, PC CASH BALANCE PLAN
CashBalance
Assets$263K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PROFESSIONAL LOCUMS, PC 401(K) PLAN
ProfitSharing
Assets$21K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PROFESSIONAL LOCUMS, PC CASH BALANCE PLAN | CashBalance | $263K | 4 | 2025 | |
| 001 | PROFESSIONAL LOCUMS, PC 401(K) PLAN | ProfitSharing | $21K | 6 | 2025 |
Retirement plans