Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PACIFIC HEMATOLOGY ONCOLOGY ASSOCIATES
EIN 94-2547219medical practiceLatest filing 2024
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
96
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 96 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
TUAN, BARON AND BEHLER PROFIT SHARING PLAN
ProfitSharing
Assets$6.4M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TUAN, BARON AND BEHLER CASH BALANCE PLAN
CashBalance
Assets$910K
Participants28
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 | TUAN, BARON AND BEHLER PROFIT SHARING PLAN | ProfitSharing | $6.4M | 68 | 2024 | |
| 003 | TUAN, BARON AND BEHLER CASH BALANCE PLAN | CashBalance | $910K | 28 | 2024 |
Retirement plans