Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAREFIRST WELLNESS, INC.
EIN 47-2621058medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
31
12666 BROOKHURST ST. #130 - GARDEN GROVE, CA 92840714-314-6461LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 31 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
CAREFIRST WELLNESS, INC. CASH BALANCE PLAN
CashBalance
Assets$4.4M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAREFIRST WELLNESS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$845K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAREFIRST WELLNESS, INC. CASH BALANCE PLAN | CashBalance | $4.4M | 14 | 2025 | |
| 002 | CAREFIRST WELLNESS, INC. 401(K) PROFIT SHARING PLAN | 401k | $845K | 17 | 2024 |
Retirement plans