Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL H. SEDAGHATFAR, D.M.D., M.S., INC.
EIN 26-0820059Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
20
711 D STREET, SUITE 107 - SAN RAFAEL, CA 94901415-482-9901
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 20 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
MICHAEL H. SEDAGHATFAR, D.M.D., M.S., INC. PROFIT SHARING 401(K) PLAN
401k
Assets$1.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MICHAEL H. SEDAGHATFAR, D.M.D., M.S., INC. CASH BALANCE PLAN
CashBalance
Assets$906K
Participants9
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 | MICHAEL H. SEDAGHATFAR, D.M.D., M.S., INC. PROFIT SHARING 401(K) PLAN | 401k | $1.6M | 11 | 2024 | |
| 002 | MICHAEL H. SEDAGHATFAR, D.M.D., M.S., INC. CASH BALANCE PLAN | CashBalance | $906K | 9 | 2024 |
Retirement plans