Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROUZBEH ZOKA D.D.S., M.S., INC.
EIN 77-0580202Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
12
4000 CALLE TECATE - 103 - CAMARILLO, CA 93012805-482-6636
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 12 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
ROUZBEH ZOKA D.D.S., M.S., INC. SH 401(K) PROFIT SHARING PLAN
401k
Assets$3.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROUZBEH ZOKA, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants5
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 | ROUZBEH ZOKA D.D.S., M.S., INC. SH 401(K) PROFIT SHARING PLAN | 401k | $3.6M | 7 | 2025 | |
| 002 | ROUZBEH ZOKA, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 5 | 2024 |
Retirement plans