Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
WELLNESS & CARE MEDICAL, INC.
EIN 87-0811363medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
16
1661 HANOVER ROAD, STE 201 - ROWLAND HEIGHTS, CA 91748626-965-4628LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 16 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
WELLNESS & CARE MEDICAL, INC. DB PLAN
TraditionalDB
Assets$3.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WELLNESS & CARE MEDICAL, INC. 401K PLAN
401k
Assets$1.8M
Participants9
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 | WELLNESS & CARE MEDICAL, INC. DB PLAN | TraditionalDB | $3.1M | 7 | 2024 | |
| 001 | WELLNESS & CARE MEDICAL, INC. 401K PLAN | 401k | $1.8M | 9 | 2024 |
Retirement plans