Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAN FRANCISCO SURGICAL
EIN 94-1563387medical practiceLatest filing 2024
Plans
2
Retirement
2
$15.9M assets
Welfare
0
Participants
58
3838 CALIFORNIA STREET, SUITE 616 - SAN FRANCISCO, CA 94118415-668-0411sfsurgicalarts.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.9M assets / 58 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
SAN FRANCISCO SURGICAL ASSOCIATES RETIREMENT PLAN
401k
Assets$10.7M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$5.2M
Participants26
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 | SAN FRANCISCO SURGICAL ASSOCIATES RETIREMENT PLAN | 401k | $10.7M | 32 | 2024 | |
| 003 | SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN | CashBalance | $5.2M | 26 | 2024 |
Retirement plans