Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BASSAM HAFFAR, INC.
EIN 20-2870982medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
34
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M 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
BASSAM HAFFAR, INC. PENSION PLAN
TraditionalDB
Assets$2.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BASSAM HAFFAR, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$645K
Participants15
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 | BASSAM HAFFAR, INC. PENSION PLAN | TraditionalDB | $2.8M | 19 | 2024 | |
| 002 | BASSAM HAFFAR, INC. PROFIT SHARING PLAN | ProfitSharing | $645K | 15 | 2024 |
Retirement plans