Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
KEVIN F. GILLESPIE, APC
EIN 33-0814774Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
6
411 BROOKSIDE AVENUE - REDLANDS, CA 92373909-792-2039
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 6 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#001
KEVIN F. GILLESPIE, APC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEVIN F. GILLESPIE, APC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEVIN F. GILLESPIE, APC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.1M | 3 | 2024 | |
| 002 | KEVIN F. GILLESPIE, APC DEFINED BENEFIT PLAN | TraditionalDB | $1.9M | 3 | 2024 |
Retirement plans