Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERGE KASKA, M.D., INC.
EIN 20-5566025medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
15
277 RANCHEROS DR., #100 - SAN MARCOS, CA 92069951-704-9752drkaska.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 15 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
SERGE KASKA, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SERGE KASKA, M.D., INC. 401(K) PLAN
401k
Assets$815K
Participants9
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 | SERGE KASKA, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.7M | 6 | 2024 | |
| 001 | SERGE KASKA, M.D., INC. 401(K) PLAN | 401k | $815K | 9 | 2024 |
Retirement plans