Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
RAYMOND SHAHEEN, MD
EIN 20-8820576Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
10
305 SOUTH DRIVE, #7 - MOUNTAIN VIEW, CA 94040650-965-1909
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 10 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#002
RAYMOND SHAHEEN, MD DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$4.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RAYMOND SHAHEEN, MD 401(K) PLAN & TRUST
401k
Assets$2.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RAYMOND SHAHEEN, MD DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $4.6M | 4 | 2025 | |
| 001 | RAYMOND SHAHEEN, MD 401(K) PLAN & TRUST | 401k | $2.3M | 6 | 2025 |
Retirement plans