Assets by plan
Share of aggregate retirement assets
56%top
Filings through .
Sponsor portfolio
Samir B Damani Inc.
EIN 37-1913748Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$299K assets
Welfare
0
Participants
21
9850 GENESEE AVENUE, SUITE 650 - LA JOLLA, CA 92037858-245-6775
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $299K assets / 21 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
SAMIR B DAMANI MD, INC. CASH BALANCE PLAN
Cash balance
Assets$167K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SAMIR B DAMANI MD, INC. 40(K) PLAN
401(k)
Assets$131K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAMIR B DAMANI MD, INC. CASH BALANCE PLAN | Cash balance | $167K | 9 | 2025 | |
| 001 | SAMIR B DAMANI MD, INC. 40(K) PLAN | 401(k) | $131K | 12 | 2025 |
Retirement plans