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  2. VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP
Sponsor portfolio

VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP

EIN 95-3629679-medical practice-Latest filing 2025
Plans
2
Retirement
2
$21.6M assets
Welfare
0
Participants
39
5525 ETIWANDA AVENUE, SUITE 320 - TARZANA, CA 91356818-908-8048LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$13.1M - 25 part#003CashBalance-$8.5M - 14 part

Retirement portfolio analytics

2 plans aggregated / $21.6M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#002)61%
  • CASH BALANCE PENSION (#003)39%
Total $21.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)25
  • CASH BALANCE PENSION (#003)14
Total 39Click 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

VALLEY INTERNAL MEDICINE & NEP 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$13.1M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP CASH BALANCE PENSION PLAN

CashBalance

Assets$8.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VALLEY INTERNAL MEDICINE & NEP 401(K) PROFIT SHARING PLAN AND TRUST401k$13.1M252025
003VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP CASH BALANCE PENSION PLANCashBalance$8.5M142025
Retirement plans
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