Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COACHELLA VALLEY RETINA
EIN 46-3598712medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
18
72-301 COUNTRY CLUB DR., SUITE 108 - RANCHO MIRAGE, CA 92270760-895-1993cvretina.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 18 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
COACHELLA VALLEY RETINA CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COACHELLA VALLEY RETINA 401 (K) PROFIT SHARING PLAN
401k
Assets$555K
Participants9
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 | COACHELLA VALLEY RETINA CASH BALANCE PLAN | CashBalance | $1.6M | 9 | 2024 | |
| 001 | COACHELLA VALLEY RETINA 401 (K) PROFIT SHARING PLAN | 401k | $555K | 9 | 2024 |
Retirement plans