Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAN JOSE MEDICAL GROUP, INC.
EIN 94-1326380Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$53.3M assets
Welfare
0
Participants
106
973 UNIVERSITY AVENUE - LOS GATOS, CA 95032408-871-3206
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $53.3M assets / 106 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
SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN
401k
Assets$50.5M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAN JOSE MEDICAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants21
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 | SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN | 401k | $50.5M | 85 | 2024 | |
| 003 | SAN JOSE MEDICAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $2.8M | 21 | 2024 |
Retirement plans