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Sponsor portfolio

AZENA MEDICAL, LLC

EIN 47-2268718-medical devices-Latest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
29
1777 BOTELHO DRIVE, STE. 100 - WALNUT CREEK, CA 94596855-293-6263azenamedical.comLinkedIn11-50 employeesmedical devices
Plans on this EIN
2 filings
#001401k-$2.8M - 17 part#002CashBalance-$1.7M - 12 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PLAN & TRUST (#001)63%
  • PLAN & TRUST (#002)37%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)17
  • PLAN & TRUST (#002)12
Total 29Click 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#001

AZENA MEDICAL, LLC 401(K) PLAN & TRUST

401k

Assets$2.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

AZENA MEDICAL, LLC CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$1.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AZENA MEDICAL, LLC 401(K) PLAN & TRUST401k$2.8M172025
002AZENA MEDICAL, LLC CASH BALANCE PENSION PLAN & TRUSTCashBalance$1.7M122025
Retirement plans
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