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  2. PRIVATE MEDICAL SERVICES, INC.
Sponsor portfolio

PRIVATE MEDICAL SERVICES, INC.

EIN 71-0952129-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$20.0M assets
Welfare
0
Participants
287
3580 CALIFORNIA STREET, SUITE 101 - SAN FRANCISCO, CA 94118415-830-3090
Plans on this EIN
2 filings
#001401k-$16.6M - 229 part#002CashBalance-$3.4M - 58 part

Retirement portfolio analytics

2 plans aggregated / $20.0M assets / 287 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PRIVATE MEDICAL 401(K) (#001)83%
  • CASH BALANCE PENSION (#002)17%
Total $20.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • THE VANGUARD GROUP, INC.83%
  • (Not disclosed)17%
Total $20.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PRIVATE MEDICAL 401(K) (#001)229
  • CASH BALANCE PENSION (#002)58
Total 287Click 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

PRIVATE MEDICAL 401(K) PLAN

401k

Assets$16.6M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PRIVATE MEDICAL SERVICES, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$3.4M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PRIVATE MEDICAL 401(K) PLAN401k$16.6M2292024
002PRIVATE MEDICAL SERVICES, INC. CASH BALANCE PENSION PLANCashBalance$3.4M582024
Retirement plans
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