Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMERICAN FERTILITY INSTITUTE, LLC
EIN 26-0198745Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
6
5016 N PARKWAY CALABASAS, SUITE 209 - CALABASAS, CA 91302310-858-8835
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 6 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
AMERICAN FERTILITY INSTITUTE PROFIT SHARING 401(K) PLAN
401k
Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMERICAN FERTILITY INSTITUTE CASH BALANCE PLAN
CashBalance
Assets$270K
Participants3
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 | AMERICAN FERTILITY INSTITUTE PROFIT SHARING 401(K) PLAN | 401k | $1.1M | 3 | 2025 | |
| 002 | AMERICAN FERTILITY INSTITUTE CASH BALANCE PLAN | CashBalance | $270K | 3 | 2024 |
Retirement plans