Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FAMILY PRACTICE MEDICAL GROUP
EIN 77-0326405Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$2.5M assets
Welfare
0
Participants
31
27 W MICHELTORENA ST - SANTA BARBARA, CA 931012509214-914-9864
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.5M assets / 31 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#002
FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FAMILY PRACTICE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$680K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN
ProfitSharing
Assets$174K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 7 | 2024 | |
| 001 | FAMILY PRACTICE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $680K | 15 | 2025 | |
| 003 | FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN | ProfitSharing | $174K | 9 | 2025 |
Retirement plans