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  2. REZA DANESH, MD, INC.
Sponsor portfolio

REZA DANESH, MD, INC.

EIN 27-3095376-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$798K assets
Welfare
0
Participants
8
479 KUANANA STREET - PAIA, HI 96779808-868-9788
Plans on this EIN
2 filings
#002CashBalance-$591K - 3 part#001401k-$207K - 5 part

Retirement portfolio analytics

2 plans aggregated / $798K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CASH BALANCE PENSION (#002)74%
  • PROFIT SHARING PLAN (#001)26%
Total $798KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5
  • CASH BALANCE PENSION (#002)3
Total 8Click 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

REZA DANESH, MD, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$591K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

REZA DANESH, MD, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$207K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002REZA DANESH, MD, INC. CASH BALANCE PENSION PLANCashBalance$591K32024
001REZA DANESH, MD, INC. 401(K) PROFIT SHARING PLAN401k$207K52024
Retirement plans
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