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Sponsor portfolio

ADVANCES IN MENTAL HEALTH AND ADDICTIONS TREATMENT, INC.

EIN 46-5197961-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
42
5199 E. PACIFIC COAST HIGHWAY, #330N - LONG BEACH, CA 90804562-310-3777aabmh.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.0M - 18 part#001ProfitSharing-$194K - 24 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 42 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CASH BALANCE PLAN (#002)84%
  • INC. RETIREMENT PLAN (#001)16%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)24
  • CASH BALANCE PLAN (#002)18
Total 42Click 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#002

ADVANCES IN MENTAL HEALTH AND ADDICTIONS TREATMENT, INC. CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ADVANCES IN MENTAL HEALTH AND ADDICTIONS TREATMENT, INC. RETIREMENT PLAN

ProfitSharing

Assets$194K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADVANCES IN MENTAL HEALTH AND ADDICTIONS TREATMENT, INC. CASH BALANCE PLANCashBalance$1.0M182024
001ADVANCES IN MENTAL HEALTH AND ADDICTIONS TREATMENT, INC. RETIREMENT PLANProfitSharing$194K242024
Retirement plans
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