Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NADIA HASSAN, MD, DDS, INC.
EIN 47-1202009Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$405K assets
Welfare
0
Participants
4
534 CATALINA DRIVE - NEWPORT BEACH, CA 92663310-858-8880
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $405K assets / 4 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
NADIA HASSAN, MD, DDS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$298K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NADIA HASSAN, MD, DDS, INC. 401(K) PLAN
401k
Assets$107K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NADIA HASSAN, MD, DDS, INC. CASH BALANCE PENSION PLAN | CashBalance | $298K | 2 | 2024 | |
| 001 | NADIA HASSAN, MD, DDS, INC. 401(K) PLAN | 401k | $107K | 2 | 2024 |
Retirement plans