Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORTHOPEDIC INSTITUTE OF THE BAY AREA
EIN 42-1680425Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
13
100 SOUTH SAN MATEO DRIVE, SUITE 42 - SAN MATEO, CA 94401650-262-4262drbolanos.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 13 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
OIBA CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OIBA 401(K) & PROFIT SHARING PLAN
401k
Assets$684K
Participants8
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 | OIBA CASH BALANCE PLAN | CashBalance | $2.8M | 5 | 2024 | |
| 001 | OIBA 401(K) & PROFIT SHARING PLAN | 401k | $684K | 8 | 2024 |
Retirement plans