Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R. MOSTAFAVI, MD OPHTHALMOLOGIST PC
EIN 26-2781217medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
83
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 83 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
R. MOSTAFAVI, MD OPHTHALMOLOGIST, PC PROFIT SHARING PLAN
ProfitSharing
Assets$1.5M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
R. MOSTAFAVI, MD OPHTHALMOLOGIST, PC CASH BALANCE PLAN
CashBalance
Assets$610K
Participants23
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 | R. MOSTAFAVI, MD OPHTHALMOLOGIST, PC PROFIT SHARING PLAN | ProfitSharing | $1.5M | 60 | 2024 | |
| 002 | R. MOSTAFAVI, MD OPHTHALMOLOGIST, PC CASH BALANCE PLAN | CashBalance | $610K | 23 | 2024 |
Retirement plans