Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KERLAN-JOBE ORTHOPAEDIC CLINIC, A MEDICAL GROUP INC.
EIN 95-2850856medical practiceLatest filing 2024
Plans
2
Retirement
2
$23.8M assets
Welfare
0
Participants
49
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.8M assets / 49 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#003
KERLAN-JOBE ORTHOPAEDIC CLINIC, A MEDICAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$12.6M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KERLAN-JOBE ORTHOPAEDIC CLINIC, A MEDICAL GROUP INC. CASH BALANCE PLAN
CashBalance
Assets$11.2M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KERLAN-JOBE ORTHOPAEDIC CLINIC, A MEDICAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $12.6M | 24 | 2024 | |
| 002 | KERLAN-JOBE ORTHOPAEDIC CLINIC, A MEDICAL GROUP INC. CASH BALANCE PLAN | CashBalance | $11.2M | 25 | 2024 |
Retirement plans