Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP
EIN 95-3150156hospital & health careLatest filing 2024
Plans
3
Retirement
3
$71.1M assets
Welfare
0
Participants
1,104
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $71.1M assets / 1,104 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
92%top
- ADP BROKER-DEALER92%
- (Not disclosed)8%
Participants 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#001
SCOI 401(K) PLAN AND TRUST
401k
Assets$39.0M
Participants864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SCOI PROFIT SHARING PLAN
ProfitSharing
Assets$26.5M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SCOI CASH BALANCE PLAN #2
CashBalance
Assets$5.6M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCOI 401(K) PLAN AND TRUST | 401k | $39.0M | 864 | 2024 | |
| 003 | SCOI PROFIT SHARING PLAN | ProfitSharing | $26.5M | 184 | 2024 | |
| 004 | SCOI CASH BALANCE PLAN #2 | CashBalance | $5.6M | 56 | 2024 |
Retirement plans
Welfare plans