Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCED SURGICAL & MEDICAL
EIN 56-2647257Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
7
9730 RESEARCH DRIVE - IRVINE, CA 92618949-215-1444
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 7 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
ADVANCED SURGICAL AND MEDICAL DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.4M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ADVANCED SURGICAL & MEDICAL 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants4
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 | ADVANCED SURGICAL AND MEDICAL DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.4M | 3 | 2025 | |
| 001 | ADVANCED SURGICAL & MEDICAL 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 4 | 2025 |
Retirement plans