Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID A KAPELMAN PC
EIN 13-3319297Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 16 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
DAVID A. KAPELMAN PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DAVID A. KAPELMAN PC 401(K) PROFIT SHARING PLAN
401k
Assets$556K
Participants8
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 | DAVID A. KAPELMAN PC DEFINED BENEFIT PLAN | TraditionalDB | $1.3M | 8 | 2025 | |
| 002 | DAVID A. KAPELMAN PC 401(K) PROFIT SHARING PLAN | 401k | $556K | 8 | 2025 |
Retirement plans