Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $25.1M assets / 150 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SHORELINE ORTHOPAEDIC & SPORTS MEDICINE CLINIC, PL C PROFIT SHARING PLAN TRUST | 401(k) | $23.3M | 89 | 2025 |
| #004 | SHORELINE ORTHOPAEDIC & SPORTS MEDICINE CLINIC, PLC PENSION PLAN | Cash balance | $1.8M | 61 | 2025 |