Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL A. CASEY
EIN 65-1265038medical practiceLatest filing 2025
Plans
3
Retirement
3
$6.8M assets
Welfare
0
Participants
5
21731 VENTURA BLVD #300 - WOODLAND HILLS, CA 91364818-592-2000LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.8M assets / 5 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#003
PAUL A. CASEY A SOLE PROPRIETOR RETIREMENT PLAN
TraditionalDB
Assets$4.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PAUL A. CASEY A SOLE PROPRIETOR PROFIT SHARING PLAN
ProfitSharing
Assets$1.6M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PAUL A. CASEY A SOLE PROPRIETOR MONEY PURCHASE PLAN
MoneyPurchase
Assets$744K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PAUL A. CASEY A SOLE PROPRIETOR RETIREMENT PLAN | TraditionalDB | $4.4M | 2 | 2025 | |
| 001 | PAUL A. CASEY A SOLE PROPRIETOR PROFIT SHARING PLAN | ProfitSharing | $1.6M | 1 | 2025 | |
| 002 | PAUL A. CASEY A SOLE PROPRIETOR MONEY PURCHASE PLAN | MoneyPurchase | $744K | 2 | 2025 |
Retirement plans