Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH A. CABARET M.D., APC
EIN 45-3083993Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$333K assets
Welfare
0
Participants
8
601 E. DAILY DR., #228 - CAMARILLO, CA 93010805-914-0637
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $333K assets / 8 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
JOSEPH A CABARET M.D., APC CASH BALANCE PLAN
CashBalance
Assets$308K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSEPH A. CABARET M.D., APC PROFIT SHARING 401(K) PLAN
ProfitSharing
Assets$26K
Participants4
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 | JOSEPH A CABARET M.D., APC CASH BALANCE PLAN | CashBalance | $308K | 4 | 2025 | |
| 001 | JOSEPH A. CABARET M.D., APC PROFIT SHARING 401(K) PLAN | ProfitSharing | $26K | 4 | 2025 |
Retirement plans