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  2. KEVIN FARNAM M.D. INC
Sponsor portfolio

KEVIN FARNAM M.D. INC

EIN 47-5458664-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
34
65 N MADISON AVE, SUITE 200 - PASADENA, CA 91101626-793-2246LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#003CashBalance-$782K - 11 part#002401k-$298K - 23 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#003)72%
  • FARNAM M.D. 401(K) (#002)28%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FARNAM M.D. 401(K) (#002)23
  • CASH BALANCE PLAN (#003)11
Total 34Click 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#003

KEVIN FARNAM M.D. INC CASH BALANCE PLAN

CashBalance

Assets$782K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KEVIN FARNAM M.D. 401(K) PLAN

401k

Assets$298K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003KEVIN FARNAM M.D. INC CASH BALANCE PLANCashBalance$782K112025
002KEVIN FARNAM M.D. 401(K) PLAN401k$298K232025
Retirement plans
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