Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HAYES VALLEY MEDICAL AND ESTHETI
EIN 47-1358699medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
45
265 MAGNOLIA AVENUE,, SUITE 201 - LARKSPUR, CA 94939415-336-5139hayesvalleymed.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 45 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#001
HAYES VALLEY MEDICAL AND ESTHETICS 401(K) PLAN
401k
Assets$2.2M
Participants35
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HAYES VALLEY MEDICAL & ESTHETICS CASH BALANCE PENSION PLAN
CashBalance
Assets$871K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAYES VALLEY MEDICAL AND ESTHETICS 401(K) PLAN | 401k | $2.2M | 35 | 2025 | |
| 002 | HAYES VALLEY MEDICAL & ESTHETICS CASH BALANCE PENSION PLAN | CashBalance | $871K | 10 | 2024 |
Retirement plans