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Sponsor portfolio

RANDALL C. EPPERSON, CLINICAL PSYCHOLOGIST

EIN 94-3108005-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
10
7020 OAKMONT DRIVE - MODESTO, CA 95356209-523-0999LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$2.6M - 5 part#001401k-$1.2M - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PLAN & TRUST (#002)69%
  • PLAN AND TRUST (#001)31%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)5
  • PLAN AND TRUST (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RANDALL C. EPPERSON, CLINICAL PSYCHOLOGIST PENSION PLAN & TRUST

TraditionalDB

Assets$2.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RANDALL C. EPPERSON, CLINICAL PSYCHOLOGIST 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RANDALL C. EPPERSON, CLINICAL PSYCHOLOGIST PENSION PLAN & TRUSTTraditionalDB$2.6M52024
001RANDALL C. EPPERSON, CLINICAL PSYCHOLOGIST 401K PROFIT SHARING PLAN AND TRUST401k$1.2M52024
Retirement plans
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