Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETER R. DION-KINDEM, P.C.
EIN 95-4583155law practiceLatest filing 2025
Plans
2
Retirement
2
$328K assets
Welfare
0
Participants
6
3856 DAVIDS ROAD - AGOURA HILLS, CA 91301818-883-4900dion-kindemlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $328K assets / 6 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
PETER R. DION-KINDEM, P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$318K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETER R. DION-KINDEM, P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$9K
Participants3
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 | PETER R. DION-KINDEM, P.C. PROFIT SHARING PLAN | ProfitSharing | $318K | 3 | 2025 | |
| 002 | PETER R. DION-KINDEM, P.C. DEFINED BENEFIT PLAN | TraditionalDB | $9K | 3 | 2025 |
Retirement plans