Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SONNY AFSHAR, D.D.S., INC.
EIN 26-1810522medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
34
3222 ROYAL DRIVE, SUITE A - CAMERON PARK, CA 95682530-677-4457LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 34 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
SONNY AFSHAR, D.D.S., INC. PROFIT SHARING 401(K) PLAN
401k
Assets$1.2M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SONNY AFSHAR, D.D.S., INC. CASH BALANCE PLAN
CashBalance
Assets$259K
Participants13
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 | SONNY AFSHAR, D.D.S., INC. PROFIT SHARING 401(K) PLAN | 401k | $1.2M | 21 | 2024 | |
| 002 | SONNY AFSHAR, D.D.S., INC. CASH BALANCE PLAN | CashBalance | $259K | 13 | 2024 |
Retirement plans