Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MEDFOCUS CAPITAL PARTNERS, INC.
EIN 55-0855600executive officeLatest filing 2024
Plans
2
Retirement
2
$379K assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $379K 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
MEDFOCUS CAPITAL PARTNERS, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$315K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MEDFOCUS CAPITAL PARTNERS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$64K
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 | MEDFOCUS CAPITAL PARTNERS, INC. DEFINED BENEFIT PLAN | TraditionalDB | $315K | 3 | 2024 | |
| 001 | MEDFOCUS CAPITAL PARTNERS, INC. PROFIT SHARING PLAN | ProfitSharing | $64K | 3 | 2024 |
Retirement plans