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Sponsor portfolio

PETER HELTON, D.O., P.C.

EIN 91-2147522-Health Care and Social Assistance-Latest filing 2025
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
11
1901 WESTCLIFF DRIVE, SUITE 2 - NEWPORT BEACH, CA 92660949-646-3376
Plans on this EIN
1 filing
#002401k-$2.4M - 11 part

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Retirement#002

PETER HELTON, D.O., P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$2.4M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PETER HELTON, D.O., P.C. 401(K) PROFIT SHARING PLAN401k$2.4M112025
Retirement plans
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