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Sponsor portfolio

ASHRAF ORTHODONTICS

EIN 47-4067563-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
24
141 CAMINO ALTO SUITE 5 - MILL VALLEY, CA 94941415-264-2853millvalleyorthodontics.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$966K - 14 part#002CashBalance-$654K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)14
  • CASH BALANCE PLAN (#002)10
Total 24Click 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#001

GOLNAZ ASHRAF, DDS, MSD 401(K) PROFIT SHARING PLAN

401k

Assets$966K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GOLNAZ ASHRAF, DDS, MSD CASH BALANCE PLAN

CashBalance

Assets$654K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GOLNAZ ASHRAF, DDS, MSD 401(K) PROFIT SHARING PLAN401k$966K142024
002GOLNAZ ASHRAF, DDS, MSD CASH BALANCE PLANCashBalance$654K102024
Retirement plans
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