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Sponsor portfolio

PF HO MEDICAL PROFESSIONAL CORPORATION

EIN 85-1080839-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$721K assets
Welfare
0
Participants
4
2739 W CONNELLY AVE - VISALIA, CA 93291510-709-7692
Plans on this EIN
2 filings
#002TraditionalDB-$397K - 2 part#001401k-$324K - 2 part

Retirement portfolio analytics

2 plans aggregated / $721K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CORP RETIREMENT PLAN (#002)55%
  • PROF CORP 401(K) (#001)45%
Total $721KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORP RETIREMENT PLAN (#002)2
  • PROF CORP 401(K) (#001)2
Total 4Click 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

PF HO MEDICAL PROF CORP RETIREMENT PLAN

TraditionalDB

Assets$397K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PF HO MEDICAL PROF CORP 401(K) PLAN

401k

Assets$324K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PF HO MEDICAL PROF CORP RETIREMENT PLANTraditionalDB$397K22024
001PF HO MEDICAL PROF CORP 401(K) PLAN401k$324K22024
Retirement plans
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