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Sponsor portfolio

SONOMA VALLEY COMMUNITY HEALTH CENTER

EIN 68-0286382-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
144
19270 HIGHWAY 12 - SONOMA, CA 95476707-939-6071
Plans on this EIN
2 filings
#003403b-$4.5M - 122 part#001403b-$648K - 22 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 144 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • CENTER RETIREMENT PLAN (#003)87%
  • HEALTH CENTER 403(B) (#001)13%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CENTER RETIREMENT PLAN (#003)122
  • HEALTH CENTER 403(B) (#001)22
Total 144Click 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#003

SONOMA VALLEY COMMUNITY HEALTH CENTER RETIREMENT PLAN

403b

Assets$4.5M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SONOMA VALLEY COMMUNITY HEALTH CENTER 403(B) PLAN

403b

Assets$648K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SONOMA VALLEY COMMUNITY HEALTH CENTER RETIREMENT PLAN403b$4.5M1222024
001SONOMA VALLEY COMMUNITY HEALTH CENTER 403(B) PLAN403b$648K222024
Retirement plans
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