Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. SHERVIN YAZDAN OPT INC.
EIN 20-0456079medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
14
11080 WHISPERING HEIGHT LANE - SAN DIEGO, CA 92121951-719-1420LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 14 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
DR. SHERVIN YAZDAN OPT INC. 401(K) RETIREMENT PLAN
401k
Assets$2.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DR. SHERVIN YAZDAN OPT INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$782K
Participants5
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 | DR. SHERVIN YAZDAN OPT INC. 401(K) RETIREMENT PLAN | 401k | $2.0M | 9 | 2025 | |
| 002 | DR. SHERVIN YAZDAN OPT INC. CASH BALANCE PENSION PLAN | CashBalance | $782K | 5 | 2025 |
Retirement plans