Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEST COAST MEDICINE AND CARDIOLOGY
EIN 94-3229099medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
42
3155 KEARNEY ST, SUITE 100 - FREEMONT, CA 94538510-931-4310drsuricardiology.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 42 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
WEST COAST MEDICINE AND CARDIOLOGY CASH BALANCE PLAN
CashBalance
Assets$3.6M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WEST COAST MEDICINE AND CARDIOLOGY 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WEST COAST MEDICINE AND CARDIOLOGY CASH BALANCE PLAN | CashBalance | $3.6M | 20 | 2024 | |
| 001 | WEST COAST MEDICINE AND CARDIOLOGY 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 22 | 2024 |
Retirement plans