Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANTA MONICA FAMILY PHYSICIANS, INC.
EIN 81-4872838medical practiceLatest filing 2025
Plans
2
Retirement
2
$24.9M assets
Welfare
0
Participants
50
901 WILSHIRE BLVD - SANTA MONICA, CA 90401310-829-8441smfp.careLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.9M assets / 50 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 MONICA FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN
401k
Assets$19.2M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SANTA MONICA FAMILY PHYSICIANS CASH BALANCE PLAN
CashBalance
Assets$5.7M
Participants21
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 MONICA FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN | 401k | $19.2M | 29 | 2025 | |
| 002 | SANTA MONICA FAMILY PHYSICIANS CASH BALANCE PLAN | CashBalance | $5.7M | 21 | 2025 |
Retirement plans