Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. AMIR LEBASCHI, A PROFESSIONAL CORPORATION
EIN 27-0619207Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$523K assets
Welfare
0
Participants
6
2220 E.FRUIT ST. # 214 - SANTA ANA, CA 92701714-547-7100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $523K assets / 6 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#002
DR AMIR LEBASCHI APC INC DEFINED BENEFIT PENSION PLAN PLAN
TraditionalDB
Assets$512K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DR AMIR LEBASCHI APC 401(K)PROFIT SHARING PLAN
401k
Assets$11K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DR AMIR LEBASCHI APC INC DEFINED BENEFIT PENSION PLAN PLAN | TraditionalDB | $512K | 3 | 2024 | |
| 001 | DR AMIR LEBASCHI APC 401(K)PROFIT SHARING PLAN | 401k | $11K | 3 | 2024 |
Retirement plans