Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
DAVID YAKOBASHVILI, MD, LLC
EIN 30-0537029medical practiceLatest filing 2024
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 10 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
DAVID YAKOBASHVILI, MD, LLC 401(K) PLAN
401k
Assets$3.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DAVID YAKOBASHVILI, MD, LLC PENSION PLAN
TraditionalDB
Assets$3.2M
Participants3
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 | DAVID YAKOBASHVILI, MD, LLC 401(K) PLAN | 401k | $3.8M | 7 | 2024 | |
| 003 | DAVID YAKOBASHVILI, MD, LLC PENSION PLAN | TraditionalDB | $3.2M | 3 | 2024 |
Retirement plans