Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SEVEN OAKS MEDICAL GROUP, INC.
EIN 92-1230668Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
24
9900 STOCKDALE HWY, SUITE 107 - BAKERSFIELD, CA 93311661-664-0600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 24 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
SEVEN OAKS MEDICAL GROUP, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$629K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SEVEN OAKS MEDICAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$379K
Participants7
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 | SEVEN OAKS MEDICAL GROUP, INC. PROFIT SHARING PLAN | ProfitSharing | $629K | 17 | 2025 | |
| 002 | SEVEN OAKS MEDICAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $379K | 7 | 2025 |
Retirement plans