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  2. DR. DANIEL HABER, M.D.
Sponsor portfolio

DR. DANIEL HABER, M.D.

EIN 77-0540931-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
17
221 E. HACIENDA AVE., STE C - CAMPBELL, CA 95008408-374-5700LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.8M - 8 part#001401k-$868K - 9 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • DEFINED BENEFIT PLAN (#002)67%
  • HABER, M.D. 401(K) (#001)33%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HABER, M.D. 401(K) (#001)9
  • DEFINED BENEFIT PLAN (#002)8
Total 17Click 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

DR. DANIEL HABER, M.D. DEFINED BENEFIT PLAN

CashBalance

Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DR. DANIEL HABER, M.D. 401(K) PLAN

401k

Assets$868K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DR. DANIEL HABER, M.D. DEFINED BENEFIT PLANCashBalance$1.8M82024
001DR. DANIEL HABER, M.D. 401(K) PLAN401k$868K92024
Retirement plans
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