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Sponsor portfolio

THE ALMONTE CENTER

EIN 47-3384782-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
10
1420 BLUE OAKS BLVD SUITE 100 - ROSEVILLE, CA 95747916-771-2062dralmonte.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.4M - 6 part#002TraditionalDB-$1.0M - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PROFIT SHARING PLAN (#001)58%
  • DEFINED BENEFIT PLAN (#002)42%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • DEFINED BENEFIT PLAN (#002)4
Total 10Click 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

THE ALMONTE CENTER 401(K) PROFIT SHARING PLAN

401k

Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE ALMONTE CENTER DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE ALMONTE CENTER 401(K) PROFIT SHARING PLAN401k$1.4M62025
002THE ALMONTE CENTER DEFINED BENEFIT PLANTraditionalDB$1.0M42025
Retirement plans
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