Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
WELL AGING MED INC
EIN 82-4315612Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$808K assets
Welfare
0
Participants
34
508 GIBSON DRIVE SUITE 200 - ROSEVILLE, CA 95678916-781-4300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $808K assets / 34 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
WELL AGING MED 401K PLAN & TRUST
401k
Assets$527K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WELL AGING MED CASH BALANCE PENSION PLAN
CashBalance
Assets$280K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WELL AGING MED 401K PLAN & TRUST | 401k | $527K | 18 | 2024 | |
| 002 | WELL AGING MED CASH BALANCE PENSION PLAN | CashBalance | $280K | 16 | 2024 |
Retirement plans