Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHAFI KHALID, MD A PC
EIN 20-2062525Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
34
15725 POMERADO ROAD STE 105 - POWAY, CA 92064858-485-7246
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 34 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
SHAFI KHALID MD A PC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.1M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHAFI KHALID, MD, APC PROFIT SHARING PLAN
ProfitSharing
Assets$1.3M
Participants13
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 | SHAFI KHALID MD A PC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.1M | 21 | 2024 | |
| 002 | SHAFI KHALID, MD, APC PROFIT SHARING PLAN | ProfitSharing | $1.3M | 13 | 2025 |
Retirement plans