Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANTA MARYA FAMILY MEDICINE CLINIC
EIN 46-5445302medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 27 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
SANTA MARYA FAMILY MEDICINE CLINIC INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.0M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SANTA MARYA FAMILY MEDICINE CLINIC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$709K
Participants14
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 | SANTA MARYA FAMILY MEDICINE CLINIC INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.0M | 13 | 2024 | |
| 001 | SANTA MARYA FAMILY MEDICINE CLINIC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $709K | 14 | 2024 |
Retirement plans