PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JEFF KRAMER
Sponsor portfolio

JEFF KRAMER

EIN 95-4253915-Information-Latest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
13
3130 WILSHIRE BLVD. SUITE 600 - SANTA MONICA, CA 90403310-282-5169
Plans on this EIN
2 filings
#002TraditionalDB-$1.7M - 6 part#001ProfitSharing-$1.6M - 7 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • DEFINED BENEFIT PENSION (#002)51%
  • PROFIT SHARING PLAN (#001)49%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • DEFINED BENEFIT PENSION (#002)6
Total 13Click 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

JEFF KRAMER DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JEFF KRAMER PROFIT SHARING PLAN

ProfitSharing

Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JEFF KRAMER DEFINED BENEFIT PENSION PLANTraditionalDB$1.7M62024
001JEFF KRAMER PROFIT SHARING PLANProfitSharing$1.6M72024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica