Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TYLER BASEN M.D., INC.
EIN 85-1758507Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$875K assets
Welfare
0
Participants
4
26691 PLAZA, SUITE 170 - MISSION VIEJO, CA 92691949-755-6414
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $875K assets / 4 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#002
TYLER BASEN, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$608K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TYLER BASEN M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$267K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TYLER BASEN, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $608K | 2 | 2025 | |
| 001 | TYLER BASEN M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $267K | 2 | 2025 |
Retirement plans