Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUZANNE KROPF & ASSOCIATES, INC.
EIN 46-1396180Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
3
288 DOLPHIN COVE COURT - DEL MAR, CA 92014858-395-7325
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 3 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
SUZANNE KROPF & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUZANNE KROPF & ASSOCIATES 401(K) PLAN
401k
Assets$485K
Participants1
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 | SUZANNE KROPF & ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.1M | 2 | 2025 | |
| 002 | SUZANNE KROPF & ASSOCIATES 401(K) PLAN | 401k | $485K | 1 | 2025 |
Retirement plans