Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DALE J. COPLAN, P.C.
EIN 84-1136196Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M 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
DALE J. COPLAN, P.C. CASH BALANCE PLAN
CashBalance
Assets$821K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DALE J. COPLAN, P.C. PROFIT SHARING PLAN
401k
Assets$584K
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 | DALE J. COPLAN, P.C. CASH BALANCE PLAN | CashBalance | $821K | 2 | 2024 | |
| 001 | DALE J. COPLAN, P.C. PROFIT SHARING PLAN | 401k | $584K | 2 | 2024 |
Retirement plans