Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MANHAL H. NAOUMI, MD, PC
EIN 27-1421112medical practiceLatest filing 2024
Plans
2
Retirement
2
$598K assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $598K assets / 17 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
MANHAL H. NAOUMI, MD, PC CASH BALANCE PLAN
CashBalance
Assets$311K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MANHAL H. NAOUMI, MD, PC 401(K) PROFIT SHARING PLAN
401k
Assets$287K
Participants11
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 | MANHAL H. NAOUMI, MD, PC CASH BALANCE PLAN | CashBalance | $311K | 6 | 2024 | |
| 001 | MANHAL H. NAOUMI, MD, PC 401(K) PROFIT SHARING PLAN | 401k | $287K | 11 | 2024 |
Retirement plans