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Sponsor portfolio

FRINET KASPER DDS PC

EIN 45-2117151-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
16
124 S WEST ST # 100 - ALEXANDRIA, VA 223142800571-225-7286LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001CashBalance-$1.3M - 8 part#002401k-$740K - 8 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • DEFINED BENEFIT PLAN (#001)64%
  • PLAN & TRUST (#002)36%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)8
  • PLAN & TRUST (#002)8
Total 16Click 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#001

FRINET KASPER, DDS, PC DEFINED BENEFIT PLAN

CashBalance

Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

FRINET KASPER DDS PC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$740K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FRINET KASPER, DDS, PC DEFINED BENEFIT PLANCashBalance$1.3M82024
002FRINET KASPER DDS PC 401(K) PROFIT SHARING PLAN & TRUST401k$740K82025
Retirement plans
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