Assets by plan
Share of aggregate retirement assets
89%top
Filings through .
Sponsor portfolio
Mehdi Meratee, M.D., Inc.
EIN 26-0565676Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$312K assets
Welfare
0
Participants
11
28212 KELLY JOHNSON PKWY, STE 235 - VALENCIA, CA 91355661-253-4900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $312K assets / 11 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
MEHDI MERATEE MD INC 401K PLAN
401(k)
Assets$277K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MEHDI MERATEE, M.D., INC. CASH BALANCE PENSION PLAN
Cash balance
Assets$36K
Participants4
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 | MEHDI MERATEE MD INC 401K PLAN | 401(k) | $277K | 7 | 2025 | |
| 003 | MEHDI MERATEE, M.D., INC. CASH BALANCE PENSION PLAN | Cash balance | $36K | 4 | 2025 |
Retirement plans