Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHITTIER INTERNAL MEDICINE & NEPHROLOGY MEDICAL
EIN 95-4032783medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
36
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 36 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#001
NEPHROLOGY INTERNAL MEDICINE 401K PROFIT SHARING PLAN
401k
Assets$4.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WHITTIER NEPHROLOGY INTERNAL MEDICINE DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEPHROLOGY INTERNAL MEDICINE 401K PROFIT SHARING PLAN | 401k | $4.7M | 19 | 2024 | |
| 002 | WHITTIER NEPHROLOGY INTERNAL MEDICINE DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.0M | 17 | 2024 |
Retirement plans