Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK S. YAFAI D.D.S. M.D. INC.
EIN 27-3196903Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
14
12301 WILSHIRE BOULEVARD, SUITE 301 - LOS ANGELES, CA 90025310-892-1969
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 14 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
MARK S. YAFAI D.D.S. M.D. INC. CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARK S. YAFAI D.D.S. M.D. INC. 401(K) PROFIT SHARING PLAN
401k
Assets$606K
Participants8
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 | MARK S. YAFAI D.D.S. M.D. INC. CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $1.3M | 6 | 2024 | |
| 001 | MARK S. YAFAI D.D.S. M.D. INC. 401(K) PROFIT SHARING PLAN | 401k | $606K | 8 | 2024 |
Retirement plans