Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALLEY SURGICAL CLINICS, LTD.
EIN 86-0518942medical practiceLatest filing 2024
Plans
2
Retirement
2
$22.6M assets
Welfare
0
Participants
141
16601 N 40TH STREET, SUITE 204 - PHOENIX, AZ 85032602-996-4747LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.6M assets / 141 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
VALLEY SURGICAL CLINICS, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$16.8M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VALLEY SURGICAL CLINICS, LTD. CASH BALANCE PLAN
CashBalance
Assets$5.8M
Participants63
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 | VALLEY SURGICAL CLINICS, LTD. 401(K) PROFIT SHARING PLAN | 401k | $16.8M | 78 | 2024 | |
| 002 | VALLEY SURGICAL CLINICS, LTD. CASH BALANCE PLAN | CashBalance | $5.8M | 63 | 2024 |
Retirement plans