PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AMIR M. KARAM, M.D., INC.
Sponsor portfolio

AMIR M. KARAM, M.D., INC.

EIN 35-2313219-health, wellness and fitness-Latest filing 2024
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
60
11943 EL CAMINO REAL, SUITE 100 - SAN DIEGO, CA 92130LinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#002TraditionalDB-$4.2M - 32 part#001401k-$2.4M - 28 part

Retirement portfolio analytics

2 plans aggregated / $6.6M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • DEFINED BENEFIT PLAN (#002)64%
  • PLAN & TRUST (#001)36%
Total $6.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)32
  • PLAN & TRUST (#001)28
Total 60Click 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#002

AMIR M. KARAM, M.D., INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$4.2M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMIR M. KARAM, M.D., INC. 410(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMIR M. KARAM, M.D., INC. DEFINED BENEFIT PLANTraditionalDB$4.2M322024
001AMIR M. KARAM, M.D., INC. 410(K) PROFIT SHARING PLAN & TRUST401k$2.4M282024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica