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Sponsor portfolio

CALIFORNIA COASTAL DERMATOLOGY, A MEDICAL CORPORATION

EIN 46-0730916-medical practice-Latest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
35
303 CALLE FRANCESCA - SAN CLEMENTE, CA 92672949-294-1697LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$4.4M - 17 part#002401k-$1.7M - 18 part

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • DEFINED BENEFIT PENSION (#001)72%
  • CORPORATION RETIREMENT Savings (#002)28%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT Savings (#002)18
  • DEFINED BENEFIT PENSION (#001)17
Total 35Click 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#001

CALIFORNIA COASTAL DERMATOLOGY, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$4.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CALIFORNIA COASTAL DERMATOLOGY, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN

401k

Assets$1.7M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CALIFORNIA COASTAL DERMATOLOGY, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLANTraditionalDB$4.4M172024
002CALIFORNIA COASTAL DERMATOLOGY, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN401k$1.7M182024
Retirement plans
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