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Sponsor portfolioTH

VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES

EIN 95-1641973-medical practice-Latest filing 2024
Plans
2
Retirement
2
$71K assets
Welfare
0
Participants
8
5271 CALIFORNIA AVE., SUITE 270 - IRVINE, CA 92617949-432-9480LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002403b-$43K - 6 part#001MoneyPurchase-$28K - 2 part

Retirement portfolio analytics

2 plans aggregated / $71K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • THE INLAND COUNTIES (#002)60%
  • DEFINED CONTRIBUTION PENSION (#001)40%
Total $71KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THE INLAND COUNTIES (#002)6
  • DEFINED CONTRIBUTION PENSION (#001)2
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES

403b

Assets$43K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES DEFINED CONTRIBUTION PENSION PLAN

MoneyPurchase

Assets$28K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES403b$43K62024
001VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES DEFINED CONTRIBUTION PENSION PLANMoneyPurchase$28K22024
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