Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MUHAMMAD J MEMON, P.C.
EIN 26-3949003Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
20
5092 HARMONY LANE - CYPRESS, CA 90630714-728-1924
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M 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#004
MUHAMMAD J. MEMON, P.C. CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MUHAMMAD J. MEMON, P.C. PROFIT SHARING PLAN
401k
Assets$174K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MUHAMMAD J. MEMON, P.C. CASH BALANCE PLAN | CashBalance | $2.9M | 8 | 2024 | |
| 003 | MUHAMMAD J. MEMON, P.C. PROFIT SHARING PLAN | 401k | $174K | 12 | 2024 |
Retirement plans