Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Robert W. Kessler, M.D., a Medical Corporation
EIN 20-1753322medical practiceLatest filing 2025
Plans
2
Retirement
2
$460K assets
Welfare
0
Participants
4
2121 E COAST HWY, SUITE 200 - CORONA DEL MAR, CA 92625949-644-6544LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $460K assets / 4 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
ROBERT W. KESSLER, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN
Cash balance
Assets$420K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT W. KESSLER, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN
Profit-sharing
Assets$40K
Participants2
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 | ROBERT W. KESSLER, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN | Cash balance | $420K | 2 | 2025 | |
| 001 | ROBERT W. KESSLER, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN | Profit-sharing | $40K | 2 | 2025 |
Retirement plans