Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID NAZARIAN, MD, A MEDICAL CORPORATION
EIN 27-4419961Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
11
9301 WILSHIRE BLVD, STE 405A - BEVERLY HILLS, CA 90210310-299-8959
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 11 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#001
DAVID NAZARIAN, MD, A MEDICAL CORPORATION CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID NAZARIAN, MD, A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$284K
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 | |
|---|---|---|---|---|---|---|
| 001 | DAVID NAZARIAN, MD, A MEDICAL CORPORATION CASH BALANCE PLAN | CashBalance | $1.7M | 3 | 2024 | |
| 002 | DAVID NAZARIAN, MD, A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $284K | 8 | 2024 |
Retirement plans