Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEROY M. RASI, M.D., A MED. CORP. DBA MONTEREY BAY ORTHOPEDIC CLINIC
EIN 54-2064441Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
6
276 GREEN VALLEY ROAD - FREEDOM, CA 950193112831-722-6004
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 6 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
MONTEREY BAY ORTHOPAEDIC CLINIC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
MONTEREY BAY ORTHOPAEDIC CLINIC 401(K) PLAN
401k
Assets$766K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MONTEREY BAY ORTHOPAEDIC CLINIC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.7M | 3 | 2024 | |
| 004 | MONTEREY BAY ORTHOPAEDIC CLINIC 401(K) PLAN | 401k | $766K | 3 | 2024 |
Retirement plans