Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. CAREN CAMPBELL, INC
EIN 82-5012272medical practiceLatest filing 2025
Plans
2
Retirement
2
$720K assets
Welfare
0
Participants
2
450 SUTTER STREET, RM 2340 - SAN FRANCISCO, CA 94108415-839-8118carencampbellmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $720K assets / 2 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
DR. CAREN CAMPBELL, INC CASH BALANCE PLAN
CashBalance
Assets$586K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DR. CAREN CAMPBELL, INC. 401(K) PLAN
401k
Assets$134K
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 | |
|---|---|---|---|---|---|---|
| 002 | DR. CAREN CAMPBELL, INC CASH BALANCE PLAN | CashBalance | $586K | 1 | 2025 | |
| 001 | DR. CAREN CAMPBELL, INC. 401(K) PLAN | 401k | $134K | 1 | 2025 |
Retirement plans