Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
HEDI T. KERMANI, DDS, MDS, INC.
EIN 65-1196008Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
16
2549-B EASTBLUFF DRIVE, #415 - NEWPORT BEACH, CA 92660949-836-1699
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 16 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#003
HEDI T. KERMANI, DDS, MDS, INC. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEDI T. KERMANI, DDS, MDS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$623K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HEDI T. KERMANI, DDS, MDS, INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.7M | 7 | 2024 | |
| 002 | HEDI T. KERMANI, DDS, MDS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $623K | 9 | 2024 |
Retirement plans