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  2. PACIFIC FAMILY MEDICINE CLINIC, INC.
Sponsor portfolio

PACIFIC FAMILY MEDICINE CLINIC, INC.

EIN 47-4321993-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$724K assets
Welfare
0
Participants
11
1001 BROADWAY, STE 302 - MILLBRAE, CA 94030650-689-5431
Plans on this EIN
2 filings
#001401k-$545K - 8 part#002CashBalance-$179K - 3 part

Retirement portfolio analytics

2 plans aggregated / $724K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CLINIC, INC. 401(K) (#001)75%
  • CASH BALANCE PENSION (#002)25%
Total $724KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLINIC, INC. 401(K) (#001)8
  • CASH BALANCE PENSION (#002)3
Total 11Click 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

PACIFIC FAMILY MEDICINE CLINIC, INC. 401(K) PLAN

401k

Assets$545K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PACIFIC FAMILY MEDICINE CLINIC, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$179K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC FAMILY MEDICINE CLINIC, INC. 401(K) PLAN401k$545K82025
002PACIFIC FAMILY MEDICINE CLINIC, INC. CASH BALANCE PENSION PLANCashBalance$179K32025
Retirement plans
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