Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
SAMI KHAYAT DDS, INC.
EIN 45-0828094Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 25 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#001
WISDOM ORAL SURGERY 401(K) PLAN & TRUST
401k
Assets$1.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WISDOM ORAL SURGERY DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WISDOM ORAL SURGERY 401(K) PLAN & TRUST | 401k | $1.4M | 15 | 2024 | |
| 002 | WISDOM ORAL SURGERY DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.0M | 10 | 2024 |
Retirement plans