Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MEHRAN FOTOVATJAH, DDS
EIN 77-0516617Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
28
1805 EL CAMINO REAL STE. 201 - PALO ALTO, CA 94306650-328-1860
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 28 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
MEHRAN FOTOVATJAH, DDS 401(K) PROFIT SHARING PLAN
401k
Assets$6.2M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
MEHRAN FOTOVATJAH, D.D.S., INC. CASH BALANCE PLAN
CashBalance
Assets$211K
Participants8
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 | MEHRAN FOTOVATJAH, DDS 401(K) PROFIT SHARING PLAN | 401k | $6.2M | 20 | 2024 | |
| 003 | MEHRAN FOTOVATJAH, D.D.S., INC. CASH BALANCE PLAN | CashBalance | $211K | 8 | 2024 |
Retirement plans