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  2. BASHAR SAAD, M.D., INC.
Sponsor portfolio

BASHAR SAAD, M.D., INC.

EIN 27-2814221-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
32
210 S GRAND AVE, SUITE 224 - GLENDORA, CA 91741909-882-1210LinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$3.9M - 10 part#001401k-$3.4M - 22 part

Retirement portfolio analytics

2 plans aggregated / $7.3M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • M.D., INC. 401(K) (#001)47%
Total $7.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D., INC. 401(K) (#001)22
  • CASH BALANCE PLAN (#002)10
Total 32Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BASHAR SAAD MD INC. CASH BALANCE PLAN

CashBalance

Assets$3.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BASHAR SAAD, M.D., INC. 401(K) PLAN

401k

Assets$3.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BASHAR SAAD MD INC. CASH BALANCE PLANCashBalance$3.9M102024
001BASHAR SAAD, M.D., INC. 401(K) PLAN401k$3.4M222024
Retirement plans
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