Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
JOSEPH NASSIR MD, INC.
EIN 33-0786516medical practiceLatest filing 2025
Plans
2
Retirement
2
$882K assets
Welfare
0
Participants
13
17822 BEACH BLVD #430 - HUNTINGTON BEACH, CA 92647714-642-4760LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $882K assets / 13 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#003
JOSEPH NASSIR, MD, INC. CASH BALANCE PLAN
CashBalance
Assets$801K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH NASSIR MD, INC. 401 (K) PLAN
401k
Assets$81K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JOSEPH NASSIR, MD, INC. CASH BALANCE PLAN | CashBalance | $801K | 6 | 2025 | |
| 002 | JOSEPH NASSIR MD, INC. 401 (K) PLAN | 401k | $81K | 7 | 2025 |
Retirement plans