Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LISA C. CAPALDINI, MD
EIN 94-3060351Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
6
45 CASTRO STREET, SUITE 227 - SAN FRANCISCO, CA 941141033415-861-3366
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 6 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
LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP 401(K) PLAN
401k
Assets$580K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN
TraditionalDB
Assets$473K
Participants4
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 | LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP 401(K) PLAN | 401k | $580K | 2 | 2025 | |
| 001 | LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN | TraditionalDB | $473K | 4 | 2024 |
Retirement plans