Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEE D MENDIOLA MD PC
EIN 77-0545189medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
27
1752 SOUTH VICTORIA AVENUE, SUITE 250 - VENTURA, CA 930030000805-650-3880LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 27 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
LEE D MENDIOLA MD PC 401K PROFIT SHARING PLAN
401k
Assets$4.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LEE D. MENDIOLA, M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$615K
Participants11
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 | LEE D MENDIOLA MD PC 401K PROFIT SHARING PLAN | 401k | $4.1M | 16 | 2025 | |
| 003 | LEE D. MENDIOLA, M.D., P.C. CASH BALANCE PLAN | CashBalance | $615K | 11 | 2025 |
Retirement plans