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Sponsor portfolio

SERRA COMMUNITY MEDICAL CLINIC, INC.

EIN 95-4786125-medical practice-Latest filing 2024
Plans
3
Retirement
3
$11.1M assets
Welfare
0
Participants
139
9375 SAN FERNANDO ROAD - SUN VALLEY, CA 91352818-590-3823LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$4.5M - 11 part#001401k-$3.9M - 100 part#003CashBalance-$2.8M - 28 part

Retirement portfolio analytics

3 plans aggregated / $11.1M assets / 139 participants

Assets by plan

Share of aggregate retirement assets

40%top
  • CLINIC, INC. 401(K) (#002)40%
  • CLINIC, INC. 401(K) (#001)35%
  • CASH BALANCE PLAN (#003)25%
Total $11.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLINIC, INC. 401(K) (#001)100
  • CASH BALANCE PLAN (#003)28
  • CLINIC, INC. 401(K) (#002)11
Total 139Click 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

SERRA COMMUNITY MEDICAL CLINIC, INC. 401(K) PLAN

401k

Assets$4.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SERRA COMMUNITY MEDICAL CLINIC, INC. 401(K) PLAN

401k

Assets$3.9M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SERRA COMMUNITY MEDICAL CLINIC, INC. CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002SERRA COMMUNITY MEDICAL CLINIC, INC. 401(K) PLAN401k$4.5M112024
001SERRA COMMUNITY MEDICAL CLINIC, INC. 401(K) PLAN401k$3.9M1002024
003SERRA COMMUNITY MEDICAL CLINIC, INC. CASH BALANCE PLANCashBalance$2.8M282024
Retirement plans
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