Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VM MEDICAL GROUP
EIN 47-3399686Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
37
8251 WESTMINSTER BLVD STE 110 - WESTMINSTER, CA 92683832-677-7437
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 37 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
VM MEDICAL GROUP CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
VM MEDICAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VM MEDICAL GROUP CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 11 | 2024 | |
| 001 | VM MEDICAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 26 | 2025 |
Retirement plans