Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AZIZ BOHRA, DDS PLC DBA WEST VALLEY PERIODONTICS
EIN 72-1534695medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
37
18731 NORTH REEM RD, STE F620 - SURPRISE, AZ 85374623-556-1294LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 37 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
WEST VALLEY PERIODONTICS 401(K) PLAN
401k
Assets$2.7M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEST VALLEY PERIODONTICS CASH BALANCE PLAN
CashBalance
Assets$638K
Participants16
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 | WEST VALLEY PERIODONTICS 401(K) PLAN | 401k | $2.7M | 21 | 2025 | |
| 002 | WEST VALLEY PERIODONTICS CASH BALANCE PLAN | CashBalance | $638K | 16 | 2024 |
Retirement plans