Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY KAPLAN, M.D. PEDIATRIC MEDICINE, INC.
EIN 45-5631264Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
9
821 E CHAPEL STREET, SUITE 203 - SANTA MARIA, CA 93454805-354-5200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 9 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
JEFFREY KAPLAN M.D. PEDIATRIC MEDICINE, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEFFREY KAPLAN, M.D. PEDIATRIC MEDICINE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants5
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 | JEFFREY KAPLAN M.D. PEDIATRIC MEDICINE, INC. DEFINED BENEFIT PLAN | TraditionalDB | $4.2M | 4 | 2025 | |
| 001 | JEFFREY KAPLAN, M.D. PEDIATRIC MEDICINE, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 5 | 2025 |
Retirement plans