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Sponsor portfolio

LESLIE STOREY, M.D. DBA VALLEY SKIN INSTITUTE

EIN 81-1848757-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
92
7777 N. INGRAM AVENUE - FRESNO, CA 93711559-472-7546
Plans on this EIN
2 filings
#002CashBalance-$1.6M - 38 part#001401k-$977K - 54 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 92 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • SKIN INSTITUTE 401(K) (#001)38%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SKIN INSTITUTE 401(K) (#001)54
  • CASH BALANCE PLAN (#002)38
Total 92Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VALLEY SKIN INSTITUTE CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VALLEY SKIN INSTITUTE 401(K) PLAN

401k

Assets$977K
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VALLEY SKIN INSTITUTE CASH BALANCE PLANCashBalance$1.6M382024
001VALLEY SKIN INSTITUTE 401(K) PLAN401k$977K542024
Retirement plans
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