Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HHDL OF SANTA CRUZ, INC. DBA INNOVATIVE CARE ADVOCATES
EIN 46-3667366Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
21
135 AVIATION WAY, STE 11B - WATSONVILLE, CA 95076831-471-5183
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 21 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
INNOVATIVE CARE ADVOCATES CASH BALANCE PLAN
CashBalance
Assets$795K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
INNOVATIVE CARE ADVOCATES 401(K) PLAN
401k
Assets$214K
Participants11
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 | INNOVATIVE CARE ADVOCATES CASH BALANCE PLAN | CashBalance | $795K | 10 | 2024 | |
| 001 | INNOVATIVE CARE ADVOCATES 401(K) PLAN | 401k | $214K | 11 | 2024 |
Retirement plans