Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Core One Med, LLC
EIN 88-3977698Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$914K assets
Welfare
0
Participants
51
41217 CRESTA VERDE CT. - TEMECULA, CA 925924401951-365-8093
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $914K assets / 51 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
CORE ONE MED LLC 401(K) PLAN
401(k)
Assets$545K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CORE ONE MED, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$221K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CORE ONE MED, LLC PROFIT SHARING PLAN
Profit-sharing
Assets$148K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORE ONE MED LLC 401(K) PLAN | 401(k) | $545K | 18 | 2025 | |
| 002 | CORE ONE MED, LLC CASH BALANCE PENSION PLAN | Cash balance | $221K | 16 | 2025 | |
| 003 | CORE ONE MED, LLC PROFIT SHARING PLAN | Profit-sharing | $148K | 17 | 2025 |
Retirement plans