Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAPERSTEIN, M.D., INC.
EIN 95-4046391education managementLatest filing 2025
Plans
2
Retirement
2
$10.2M assets
Welfare
0
Participants
31
8920 WILSHIRE BLVD., SUITE 545 - BEVERLY HILLS, CA 90211310-854-3003sapersteinmd.comLinkedIn1-10 employeeseducation management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.2M assets / 31 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
SAPERSTEIN, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$9.9M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAPERSTEIN, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$373K
Participants8
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 | SAPERSTEIN, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $9.9M | 23 | 2025 | |
| 002 | SAPERSTEIN, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $373K | 8 | 2025 |
Retirement plans