Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
SANTA CLARA FAMILY CLINIC
EIN 81-1018910medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
60
11910 DALKEY DRIVE - HOUSTON, TX 77051713-923-2273santaclarafamilyclinic.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 60 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
SANTA CLARA FAMILY CLINIC 401(K) PLAN
401k
Assets$1.4M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SANTA CLARA FAMILY CLINIC DB PLAN
TraditionalDB
Assets$716K
Participants22
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 | SANTA CLARA FAMILY CLINIC 401(K) PLAN | 401k | $1.4M | 38 | 2025 | |
| 002 | SANTA CLARA FAMILY CLINIC DB PLAN | TraditionalDB | $716K | 22 | 2025 |
Retirement plans