Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD KERBEL, MD
EIN 04-2805951mental health careLatest filing 2025
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 10 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#002
RICHARD KERBEL, MD DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RICHARD KERBEL, M. D. PROFIT SHARING PLAN
ProfitSharing
Assets$2.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RICHARD KERBEL, MD DEFINED BENEFIT PLAN | TraditionalDB | $5.1M | 5 | 2025 | |
| 001 | RICHARD KERBEL, M. D. PROFIT SHARING PLAN | ProfitSharing | $2.6M | 5 | 2025 |
Retirement plans