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  2. YEHIA A. MASSOUD, DDS
Sponsor portfolio

YEHIA A. MASSOUD, DDS

EIN 13-3504950-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
8
140 EAST 56TH STREET, SUITE 1C - NEW YORK, NY 100223624212-759-2955
Plans on this EIN
2 filings
#003TraditionalDB-$2.9M - 5 part#001401k-$1.7M - 3 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PLAN AND TRUST (#003)63%
  • PLAN AND TRUST (#001)37%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)5
  • PLAN AND TRUST (#001)3
Total 8Click 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#003

YEHIA A. MASSOUD, DDS DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$2.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

YEHIA A. MASSOUD, DDS 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003YEHIA A. MASSOUD, DDS DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$2.9M52024
001YEHIA A. MASSOUD, DDS 401(K) PROFIT SHARING PLAN AND TRUST401k$1.7M32024
Retirement plans
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