Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANTA MONICA ORTHOPAEDIC MEDICAL GROUP, INC.
EIN 95-4130844medical practiceLatest filing 2025
Plans
2
Retirement
2
$30.6M assets
Welfare
0
Participants
68
2020 SANTA MONICA BLVD., 4TH FLOOR - SANTA MONICA, CA 90404310-829-2663LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $30.6M assets / 68 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
SANTA MONICA ORTHOPAEDIC MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$24.3M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SANTA MONICA ORTHOPAEDIC MEDICAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$6.3M
Participants33
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 | SANTA MONICA ORTHOPAEDIC MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $24.3M | 35 | 2025 | |
| 002 | SANTA MONICA ORTHOPAEDIC MEDICAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $6.3M | 33 | 2025 |
Retirement plans