Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEFANI T. KAPPEL, M.D., INC.
EIN 82-1391357Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
10
2121 EAST COAST HIGHWAY, SUITE 280 - CORONA DEL MAR, CA 92625949-688-1288
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 10 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
STEFANI T. KAPPEL, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$787K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEFANI T. KAPPEL, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$296K
Participants6
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 | STEFANI T. KAPPEL, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $787K | 4 | 2024 | |
| 001 | STEFANI T. KAPPEL, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $296K | 6 | 2024 |
Retirement plans