Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAN MATEO SPINE CENTER
EIN 71-1048256medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
13
334 NORTH SAN MATEO DRIVE - SAN MATEO, CA 94401650-558-1802dryungchen.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 13 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#001
SAN MATEO SPINE CENTER CASH BALANCE PENSION PLAN
CashBalance
Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAN MATEO SPINE CENTER PROFIT SHARING PLAN
ProfitSharing
Assets$400K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAN MATEO SPINE CENTER CASH BALANCE PENSION PLAN | CashBalance | $2.2M | 4 | 2024 | |
| 002 | SAN MATEO SPINE CENTER PROFIT SHARING PLAN | ProfitSharing | $400K | 9 | 2024 |
Retirement plans