Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MADSEN ANDRUS THOMPSON AND SOELBERG PARTNERSHIP
EIN 93-4795243Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$13.3M assets
Welfare
0
Participants
78
839 E. GRAND AVENUE - ESCONDIDO, CA 92025760-432-8888
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.3M assets / 78 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
NORTH COUNTY ORAL AND FACIAL SURGERY CENTER PROFIT SHARING PLAN
401k
Assets$9.8M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NORTH COUNTY ORAL AND FACIAL SURGERY CENTER CASH BALANCE PLAN
CashBalance
Assets$3.5M
Participants36
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 | NORTH COUNTY ORAL AND FACIAL SURGERY CENTER PROFIT SHARING PLAN | 401k | $9.8M | 42 | 2025 | |
| 003 | NORTH COUNTY ORAL AND FACIAL SURGERY CENTER CASH BALANCE PLAN | CashBalance | $3.5M | 36 | 2025 |
Retirement plans