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  2. DANIEL KESSEL, M.D., P.C.
Sponsor portfolio

DANIEL KESSEL, M.D., P.C.

EIN 22-3362803-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$24.0M assets
Welfare
0
Participants
65
1700 WHITE HORSE-HAMILTON SQ. RD. - HAMILTON SQUARE, NJ 08690609-890-2600
Plans on this EIN
2 filings
#002401k-$18.6M - 45 part#003CashBalance-$5.4M - 20 part

Retirement portfolio analytics

2 plans aggregated / $24.0M assets / 65 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PROFIT SHARING PLAN (#002)77%
  • CASH BALANCE PENSION (#003)23%
Total $24.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)45
  • CASH BALANCE PENSION (#003)20
Total 65Click 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

DANIEL KESSEL, M.D., P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$18.6M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DANIEL KESSEL, M.D., P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$5.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DANIEL KESSEL, M.D., P.C. 401(K) PROFIT SHARING PLAN401k$18.6M452025
003DANIEL KESSEL, M.D., P.C. CASH BALANCE PENSION PLANCashBalance$5.4M202025
Retirement plans
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