Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GI EXCELLENCE, INC. ASSOCIATES
EIN 45-4012880medical practiceLatest filing 2024
Plans
3
Retirement
3
$4.0M assets
Welfare
0
Participants
101
1003 E FLORIDA AVENUE SUITE 101 - HEMET, CA 92543951-652-2252gi-excellence.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $4.0M assets / 101 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#003
GI EXCELLENCE, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$3.0M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GI EXCELLENCE, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$756K
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GI EXCELLENCE, INC. ASSOCIATES 401(K) PROFIT SHARING PLAN AND T
401k
Assets$283K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GI EXCELLENCE, INC. PROFIT SHARING PLAN | ProfitSharing | $3.0M | 54 | 2024 | |
| 001 | GI EXCELLENCE, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $756K | 35 | 2024 | |
| 002 | GI EXCELLENCE, INC. ASSOCIATES 401(K) PROFIT SHARING PLAN AND T | 401k | $283K | 12 | 2024 |
Retirement plans