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Sponsor portfolio

SAMI DAGHER MD PA

EIN 65-0664702-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
12
2401 S SEACREST BLVD - BOYNTON BEACH, FL 33435561-733-8133LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.9M - 7 part#001401k-$649K - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • CASH BALANCE PLAN (#002)82%
  • MD, P.A. 401(K) (#001)18%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)7
  • MD, P.A. 401(K) (#001)5
Total 12Click 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#002

SAMI DAGHER MD, P.A. CASH BALANCE PLAN

CashBalance

Assets$2.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SAMI DAGHER MD, P.A. 401(K) PLAN

401k

Assets$649K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SAMI DAGHER MD, P.A. CASH BALANCE PLANCashBalance$2.9M72024
001SAMI DAGHER MD, P.A. 401(K) PLAN401k$649K52025
Retirement plans
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