Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD A. ZOUMALAN, M.D., INC.
EIN 80-0760168medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
18
433 N CAMDEN DR. STE 1090 - BEVERLY HILLS, CA 90210310-278-1900richardzoumalan.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 18 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
RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RICHARD A. ZOUMALAN, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$639K
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 | |
|---|---|---|---|---|---|---|
| 001 | RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 9 | 2024 | |
| 002 | RICHARD A. ZOUMALAN, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $639K | 9 | 2024 |
Retirement plans