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  2. DR. HOLLY HALEH NADJI, DMD, PA
Sponsor portfolio

DR. HOLLY HALEH NADJI, DMD, PA

EIN 26-1326530-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
12
7807 BAYMEADOWS ROAD, SUITE 206 - JACKSONVILLE, FL 32256904-226-9141
Plans on this EIN
2 filings
#002CashBalance-$3.1M - 6 part#001401k-$1.6M - 6 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • HOLLY NADJI 401(K) (#001)34%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • HOLLY NADJI 401(K) (#001)6
Total 12Click 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#002

DR. HOLLY NADJI CASH BALANCE PLAN

CashBalance

Assets$3.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DR. HOLLY NADJI 401(K) PLAN

401k

Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DR. HOLLY NADJI CASH BALANCE PLANCashBalance$3.1M62025
001DR. HOLLY NADJI 401(K) PLAN401k$1.6M62025
Retirement plans
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