Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOCAL THERAPIST PSYCHOLOGICAL SERVICES P.C
EIN 83-3669318Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$291K assets
Welfare
0
Participants
6
2102 BUSINESS CENTER DR UNIT 153 - IRVINE, CA 92162714-486-4669
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $291K assets / 6 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
SOCAL THERAPIST PSYCHOLOGICAL SERVICES PC CASH BALANCE PLAN
TraditionalDB
Assets$287K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOCAL THERAPIST PSYCHOLOGICAL SERVICES401 K PROFIT SHARING PLAN
401k
Assets$5K
Participants3
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 | SOCAL THERAPIST PSYCHOLOGICAL SERVICES PC CASH BALANCE PLAN | TraditionalDB | $287K | 3 | 2024 | |
| 002 | SOCAL THERAPIST PSYCHOLOGICAL SERVICES401 K PROFIT SHARING PLAN | 401k | $5K | 3 | 2024 |
Retirement plans