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  2. MONA Z. MOFID, M.D., A PROFESSIONAL CORPORATION
Sponsor portfolio

MONA Z. MOFID, M.D., A PROFESSIONAL CORPORATION

EIN 20-3245093-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
10
8929 UNIVERSITY CENTER LANE, #202 - SAN DIEGO, CA 92122LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003TraditionalDB-$2.4M - 5 part#004401k-$736K - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PENSION PLAN II (#003)77%
  • PLAN & TRUST (#004)23%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PENSION PLAN II (#003)5
  • PLAN & TRUST (#004)5
Total 10Click 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

MONA Z. MOFID, M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN II

TraditionalDB

Assets$2.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MONA Z. MOFID, M.D., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$736K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MONA Z. MOFID, M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN IITraditionalDB$2.4M52025
004MONA Z. MOFID, M.D., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST401k$736K52025
Retirement plans
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