Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
USMAN FAZLI, DMD, PC
EIN 46-3031778Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
9
400 BALD HILL RD, STE 528 - WARWICK, RI 02886401-337-9150
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M 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
USMAN FAZLI, DMD, PC 401(K) PLAN
401k
Assets$782K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
USMAN FAZLI, DMD, PC CASH BALANCE PLAN
CashBalance
Assets$573K
Participants4
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 | USMAN FAZLI, DMD, PC 401(K) PLAN | 401k | $782K | 5 | 2025 | |
| 002 | USMAN FAZLI, DMD, PC CASH BALANCE PLAN | CashBalance | $573K | 4 | 2025 |
Retirement plans