Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAREY VISION MEDICAL GROUP, INC.
EIN 77-0542551hospital & health careLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
25
25621 DEERFIELD DRIVE - LOS ALTOS HILLS, CA 940223551650-823-2301LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 25 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
CAREY VISION MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAREY VISION MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$662K
Participants14
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 | CAREY VISION MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.1M | 11 | 2024 | |
| 002 | CAREY VISION MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $662K | 14 | 2024 |
Retirement plans