Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA
EIN 95-3621729medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
80
27800 MEDICAL CENTER ROAD, SUITE 244 - MISSION VIEJO, CA 92691949-364-2900allergycare.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 80 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
ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN
ProfitSharing
Assets$1.4M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA, A MED GROUP INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA PROFIT SHARING PLAN | ProfitSharing | $1.4M | 48 | 2024 | |
| 003 | ALLERGY & ASTHMA ASSOCIATES OF SOUTHERN CALIFORNIA, A MED GROUP INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.2M | 32 | 2024 |
Retirement plans