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  2. PORTERVILLE PHARMACY, INC.
Sponsor portfolio

PORTERVILLE PHARMACY, INC.

EIN 47-3908766-cosmetics-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
20
406 W PUTNAM AVENUE - PORTERVILLE, CA 93257559-793-4410portervillepharmacy.comLinkedIn1-10 employeescosmetics
Plans on this EIN
2 filings
#002CashBalance-$648K - 8 part#001401k-$563K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • PROFIT SHARING PLAN (#001)46%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)8
Total 20Click 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

PORTERVILLE PHARMACY CASH BALANCE PLAN

CashBalance

Assets$648K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

PORTERVILLE PHARMACY 401(K) PROFIT SHARING PLAN

401k

Assets$563K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PORTERVILLE PHARMACY CASH BALANCE PLANCashBalance$648K82024
001PORTERVILLE PHARMACY 401(K) PROFIT SHARING PLAN401k$563K122024
Retirement plans
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