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Sponsor portfolio

MEDICAL SPECIALISTS ASSOCIATES

EIN 47-3499029-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$986K assets
Welfare
0
Participants
6
18230 BOXWOOD COURT - HIDDEN VALLEY LAKE, CA 95467707-529-8683med-specialists.netLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002CashBalance-$687K - 3 part#003401k-$299K - 3 part

Retirement portfolio analytics

2 plans aggregated / $986K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • SPECIALISTS ASSOCIATES 401(K) (#003)30%
Total $986KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • SPECIALISTS ASSOCIATES 401(K) (#003)3
Total 6Click 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#002

MEDICAL SPECIALISTS ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$687K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MEDICAL SPECIALISTS ASSOCIATES 401(K) PLAN

401k

Assets$299K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MEDICAL SPECIALISTS ASSOCIATES CASH BALANCE PLANCashBalance$687K32025
003MEDICAL SPECIALISTS ASSOCIATES 401(K) PLAN401k$299K32025
Retirement plans
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