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Sponsor portfolio

LOREE SHIRAZI

EIN 33-0740782-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$17K assets
Welfare
0
Participants
23
2818 UNIVERSITY AVE # 11682 - SAN DIEGO, CA 921042905619-293-7297
Plans on this EIN
2 filings
#001401k-$11K - 13 part#002401k-$6K - 10 part

Retirement portfolio analytics

2 plans aggregated / $17K assets / 23 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PLAN & TRUST (#001)63%
  • PLAN & TRUST (#002)37%
Total $17KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)13
  • PLAN & TRUST (#002)10
Total 23Click 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#001

LOREE SHIRAZI 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$11K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LOREE SHIRAZI 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$6K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LOREE SHIRAZI 401(K) PROFIT SHARING PLAN & TRUST401k$11K132025
002LOREE SHIRAZI 401(K) PROFIT SHARING PLAN & TRUST401k$6K102024
Retirement plans
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