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Sponsor portfolio

ACHIEVE BRAIN AND SPINE

EIN 83-2170935-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
24
2811 WILSHIRE BLVD SUITE 930 - SANTA MONICA, CA 90403775-530-9669achievebrainandspine.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$771K - 19 part#002CashBalance-$255K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • AND SPINE 401(K) (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND SPINE 401(K) (#001)19
  • CASH BALANCE PLAN (#002)5
Total 24Click 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

ACHIEVE BRAIN AND SPINE 401(K)

401k

Assets$771K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ACHIEVE BRAIN AND SPINE CASH BALANCE PLAN

CashBalance

Assets$255K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ACHIEVE BRAIN AND SPINE 401(K)401k$771K192024
002ACHIEVE BRAIN AND SPINE CASH BALANCE PLANCashBalance$255K52024
Retirement plans
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