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Sponsor portfolio

SAH ORTHOPAEDIC ASSOCIATES

EIN 82-1848177-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
25
2000 MOWRY AVENUE - FREMONT, CA 94538510-818-7210sahortho.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.1M - 16 part#002CashBalance-$1.3M - 9 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PROFIT SHARING 401(K) (#001)61%
  • CASH BALANCE PLAN (#002)39%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)16
  • CASH BALANCE PLAN (#002)9
Total 25Click 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#001

SAH ORTHOPAEDIC ASSOCIATES PROFIT SHARING 401(K) PLAN

401k

Assets$2.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SAH ORTHOPAEDIC ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAH ORTHOPAEDIC ASSOCIATES PROFIT SHARING 401(K) PLAN401k$2.1M162024
002SAH ORTHOPAEDIC ASSOCIATES CASH BALANCE PLANCashBalance$1.3M92024
Retirement plans
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