Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
KEN KOZAWA I MD, P.C.
EIN 20-4095236medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 17 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#004
KEN KOZAWA I MD, P.C. 401K PLAN
401k
Assets$3.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEN KOZAWA I MD, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.6M
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 | |
|---|---|---|---|---|---|---|
| 004 | KEN KOZAWA I MD, P.C. 401K PLAN | 401k | $3.9M | 12 | 2025 | |
| 002 | KEN KOZAWA I MD, P.C. CASH BALANCE PLAN | CashBalance | $1.6M | 5 | 2025 |
Retirement plans