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Sponsor portfolio

ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP

EIN 57-1143045-medical practice-Latest filing 2024
Plans
2
Retirement
2
$25.7M assets
Welfare
0
Participants
361
23961 CALLE DE LA MAGDALENA, STE 500 - LAGUNA HILLS, CA 92653949-855-1101orangecountyurology.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$20.1M - 222 part#002CashBalance-$5.7M - 139 part

Retirement portfolio analytics

2 plans aggregated / $25.7M assets / 361 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#001)78%
  • CASH BALANCE PENSION (#002)22%
Total $25.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • SPECTRUM PENSION CONSULTANTS, INC.78%
  • (Not disclosed)22%
Total $25.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)222
  • CASH BALANCE PENSION (#002)139
Total 361Click 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

ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

401k

Assets$20.1M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ORANGE COUNTY UROLOGY ASSOCIATES, INC. , A MEDICAL GROUP CASH BALANCE PENSION PLAN

CashBalance

Assets$5.7M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN401k$20.1M2222024
002ORANGE COUNTY UROLOGY ASSOCIATES, INC. , A MEDICAL GROUP CASH BALANCE PENSION PLANCashBalance$5.7M1392024
Retirement plans
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