Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAKKIS MEDICAL GROUP
EIN 91-1987197medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
4
6398 ROCHELLE LANE - LONG BEACH, CA 90815562-799-1176kakkismedicalgroup.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M 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#001
KAKKIS MEDICAL GROUP PROFIT SHARING PLAN
401k
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAKKIS MEDICAL GROUP MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$507K
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 | |
|---|---|---|---|---|---|---|
| 001 | KAKKIS MEDICAL GROUP PROFIT SHARING PLAN | 401k | $1.4M | 2 | 2024 | |
| 002 | KAKKIS MEDICAL GROUP MONEY PURCHASE PENSION PLAN | MoneyPurchase | $507K | 2 | 2024 |
Retirement plans