Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEVIN M. CASEY MD APMC
EIN 82-5161747Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
77
2621 DE LA VINA STREET - SANTA BARBARA, CA 93105909-477-1466
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 77 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#001
KEVIN M. CASEY MD 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEVIN M. CASEY MD RETIREMENT PLAN
CashBalance
Assets$1.3M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEVIN M. CASEY MD 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 58 | 2025 | |
| 002 | KEVIN M. CASEY MD RETIREMENT PLAN | CashBalance | $1.3M | 19 | 2025 |
Retirement plans