Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEALTHY FOUNDATIONS MEDICAL GROUP
EIN 95-4509771medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
24
1045 ATLANTIC AVE., STE. #715 - LONG BEACH, CA 90813562-983-5496LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 24 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
HEALTHY FOUNDATIONS MEDICAL GROUP 401(K) SAFE HARBOR PROFIT SHARING PLAN
401k
Assets$4.0M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HEALTHY FOUNDATIONS MEDICAL GROUP RETIREMENT PLAN
TraditionalDB
Assets$915K
Participants6
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 | HEALTHY FOUNDATIONS MEDICAL GROUP 401(K) SAFE HARBOR PROFIT SHARING PLAN | 401k | $4.0M | 18 | 2025 | |
| 003 | HEALTHY FOUNDATIONS MEDICAL GROUP RETIREMENT PLAN | TraditionalDB | $915K | 6 | 2025 |
Retirement plans