Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
KEVIN LIPTON RARE COINS, INC. A CALIFORNIA CORPORATION
EIN 95-4094219luxury goods & jewelryLatest filing 2025
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
25
9478 W. OLYMPIC BLVD., #202 - BEVERLY HILLS, CA 90212310-712-8118LinkedIn11-50 employeesluxury goods & jewelry
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 25 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#003
KEVIN LIPTON RARE COINS, INC. PROFIT SHARING PLAN & TRUST
401k
Assets$6.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
KEVIN LIPTON RARE COINS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KEVIN LIPTON RARE COINS, INC. PROFIT SHARING PLAN & TRUST | 401k | $6.2M | 18 | 2025 | |
| 004 | KEVIN LIPTON RARE COINS, INC. CASH BALANCE PLAN | CashBalance | $1.8M | 7 | 2025 |
Retirement plans