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Sponsor portfolio

MD SOLUTIONS

EIN 68-0525100-management consulting-Latest filing 2025
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
67
28049 SMYTH DRIVE - VALENCIA, CA 91355818-906-6900LinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$8.2M - 53 part#002CashBalance-$1.1M - 14 part

Retirement portfolio analytics

2 plans aggregated / $9.4M assets / 67 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PLAN AND TRUST (#001)88%
  • CASH BALANCE PENSION (#002)12%
Total $9.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)53
  • CASH BALANCE PENSION (#002)14
Total 67Click 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

MD SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$8.2M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MD SOLUTIONS MEDICAL CORPORATION CASH BALANCE PENSION PLAN

CashBalance

Assets$1.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MD SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST401k$8.2M532025
002MD SOLUTIONS MEDICAL CORPORATION CASH BALANCE PENSION PLANCashBalance$1.1M142024
Retirement plans
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