Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTECITO CONCIERGE MEDICINE
EIN 86-3334796Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$356K assets
Welfare
0
Participants
6
1125 COAST VILLAGE ROAD - MONTECITO, CA 93108805-892-6500montecitoconciergemedicine.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $356K 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#002
MONTECITO CONCIERGE MEDICINE DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$261K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MONTECITO CONCIERGE MEDICINE 401(K) PLAN
401k
Assets$95K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MONTECITO CONCIERGE MEDICINE DEFINED BENEFIT PENSION PLAN | TraditionalDB | $261K | 3 | 2024 | |
| 001 | MONTECITO CONCIERGE MEDICINE 401(K) PLAN | 401k | $95K | 3 | 2024 |
Retirement plans