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Sponsor portfolio

BUENA VISTA MANOR ARF

EIN 83-3247987-medical practice-Latest filing 2024
Plans
2
Retirement
2
$254K assets
Welfare
0
Participants
12
11126 VISTA DEL - BAKERSFIELD, CA 93311661-885-7838LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$189K - 7 part#001401k-$65K - 5 part

Retirement portfolio analytics

2 plans aggregated / $254K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CASH BALANCE PLAN (#002)74%
  • MANOR ARF 401(K) (#001)26%
Total $254KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)7
  • MANOR ARF 401(K) (#001)5
Total 12Click 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

BUENA VISTA MANOR ARF CASH BALANCE PLAN

CashBalance

Assets$189K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BUENA VISTA MANOR ARF 401(K) PLAN

401k

Assets$65K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BUENA VISTA MANOR ARF CASH BALANCE PLANCashBalance$189K72024
001BUENA VISTA MANOR ARF 401(K) PLAN401k$65K52024
Retirement plans
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