PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RAAD M. TAKI, MD, P.C.
Sponsor portfolio

RAAD M. TAKI, MD, P.C.

EIN 45-0494739-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
12
4580 E. CAMP LOWELL ROAD - TUCSON, AZ 85712520-881-4900LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$3.1M - 6 part#001401k-$1.5M - 6 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#002)68%
  • PROFIT SHARING PLAN (#001)32%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • PROFIT SHARING PLAN (#001)6
Total 12Click 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

RAAD M. TAKI, MD, P.C. CASH BALANCE PLAN

CashBalance

Assets$3.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RAAD M. TAKI, MD PC 401(K) PROFIT SHARING PLAN

401k

Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RAAD M. TAKI, MD, P.C. CASH BALANCE PLANCashBalance$3.1M62024
001RAAD M. TAKI, MD PC 401(K) PROFIT SHARING PLAN401k$1.5M62025
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