Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OCULAR INSTITUTE OF CALIFORNIA, A MEDICAL CORP.
EIN 95-4738401Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
3
$1.4M assets
Welfare
0
Participants
8
600 S. LAKE AVE., STE. 301 - PASADENA, CA 91106626-964-8864
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.4M assets / 8 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#003
OCULAR INSTITUTE OF CALIFORNIA DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OCULAR INSTITUTE OF CALIFORNIA, A MEDICAL CORP. PROFIT SHARING PLAN
ProfitSharing
Assets$331K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OCULAR INSTITUTE OF CALIFORNIA, A MEDICAL CORP. MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$22K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | OCULAR INSTITUTE OF CALIFORNIA DEFINED BENEFIT PLAN | TraditionalDB | $1.0M | 2 | 2024 | |
| 001 | OCULAR INSTITUTE OF CALIFORNIA, A MEDICAL CORP. PROFIT SHARING PLAN | ProfitSharing | $331K | 3 | 2024 | |
| 002 | OCULAR INSTITUTE OF CALIFORNIA, A MEDICAL CORP. MONEY PURCHASE PENSION PLAN | MoneyPurchase | $22K | 3 | 2024 |
Retirement plans