Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID KESSLER, INC.
EIN 95-4028578insuranceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
4
4250 WILSHIRE BOULEVARD - LOS ANGELES, CA 90010213-700-8702foreverpetangels.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M 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
DAVID KESSLER, INC. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID KESSLER, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$273K
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 | DAVID KESSLER, INC. CASH BALANCE PLAN | CashBalance | $1.8M | 2 | 2025 | |
| 002 | DAVID KESSLER, INC. 401(K) PROFIT SHARING PLAN | 401k | $273K | 2 | 2025 |
Retirement plans