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  2. SANTA MONICA WOMEN'S HEALTH, INC.
Sponsor portfolio

SANTA MONICA WOMEN'S HEALTH, INC.

EIN 95-2657268-health, wellness and fitness-Latest filing 2024
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
21
2001 SANTA MONICA BLVD, SUITE 970W - SANTA MONICA, CA 90404213-631-4763LinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#002401k-$4.7M - 11 part#003CashBalance-$4.1M - 10 part

Retirement portfolio analytics

2 plans aggregated / $8.8M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PROFIT SHARING 401(K) (#002)53%
  • CASH BALANCE PENSION (#003)47%
Total $8.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#002)11
  • CASH BALANCE PENSION (#003)10
Total 21Click 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

SANTA MONICA WOMEN'S HEALTH, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$4.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SANTA MONICA WOMEN'S HEALTH, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$4.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SANTA MONICA WOMEN'S HEALTH, INC. PROFIT SHARING 401(K) PLAN401k$4.7M112024
003SANTA MONICA WOMEN'S HEALTH, INC. CASH BALANCE PENSION PLANCashBalance$4.1M102024
Retirement plans
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