Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOZHGAN ASHTARI MD PC
EIN 45-5112169medical practiceLatest filing 2024
Plans
2
Retirement
2
$639K assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $639K assets / 9 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
ENLIVEN MEDICAL CASH BALANCE PLAN
CashBalance
Assets$576K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ENLIVEN MEDICAL PROFIT SHARING PLAN
ProfitSharing
Assets$62K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENLIVEN MEDICAL CASH BALANCE PLAN | CashBalance | $576K | 4 | 2024 | |
| 002 | ENLIVEN MEDICAL PROFIT SHARING PLAN | ProfitSharing | $62K | 5 | 2024 |
Retirement plans