Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH KAPLAN
EIN 88-4016945InformationLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
5
2424 VENUS DRIVE - LOS ANGELES, CA 90046562-462-1400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 5 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#003
HMJ CONSTRUCTION INC & AFF COS PROFIT SHARING PLAN
ProfitSharing
Assets$6.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HMJ CONSTRUCTION INC & AFF COS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$478K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HMJ CONSTRUCTION INC & AFF COS PROFIT SHARING PLAN | ProfitSharing | $6.0M | 2 | 2025 | |
| 002 | HMJ CONSTRUCTION INC & AFF COS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $478K | 3 | 2025 |
Retirement plans