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  2. KEVIN L. HO, DPM, INC., A PROFESSIONAL CORPORATION
Sponsor portfolio

KEVIN L. HO, DPM, INC., A PROFESSIONAL CORPORATION

EIN 20-0195615-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
12
14571 MAGNOLIA STREET, SUITE 206 - WESTMINSTER, CA 92683714-379-6400LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.1M - 4 part#001401k-$298K - 8 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • CASH BALANCE PENSION (#002)88%
  • PROFIT SHARING PLAN (#001)12%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • CASH BALANCE PENSION (#002)4
Total 12Click 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

KEVIN L. HO, DPM, INC., A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN

CashBalance

Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KEVIN L. HO, DPM, INC., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$298K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KEVIN L. HO, DPM, INC., A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLANCashBalance$2.1M42024
001KEVIN L. HO, DPM, INC., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN401k$298K82025
Retirement plans
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