Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM H. KWAN DPM INC.
EIN 77-0079960medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
4
652 COPPERTREE COURT - SIMI VALLEY, CA 93065805-584-3668kwanmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 4 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
WILLIAM H. KWAN DPM INC. PROFIT SHARING PLAN
401k
Assets$2.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WILLIAM H. KWAN DPM INC. PENSION PLAN
TraditionalDB
Assets$1.7M
Participants2
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 | WILLIAM H. KWAN DPM INC. PROFIT SHARING PLAN | 401k | $2.2M | 2 | 2024 | |
| 003 | WILLIAM H. KWAN DPM INC. PENSION PLAN | TraditionalDB | $1.7M | 2 | 2024 |
Retirement plans