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Sponsor portfolio

SHAREEF PEDIATRICS PLLC

EIN 81-1432054-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
32
2603 SAN EFRAIN - MISSION, TX 78572956-533-0425
Plans on this EIN
2 filings
#001401k-$1.8M - 17 part#002CashBalance-$705K - 15 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • KIDZ CLINIC 401(K) (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KIDZ CLINIC 401(K) (#001)17
  • CASH BALANCE PLAN (#002)15
Total 32Click 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#001

VALLEY KIDZ CLINIC 401(K) PLAN

401k

Assets$1.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VALLEY KIDZ CLINIC CASH BALANCE PLAN

CashBalance

Assets$705K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VALLEY KIDZ CLINIC 401(K) PLAN401k$1.8M172025
002VALLEY KIDZ CLINIC CASH BALANCE PLANCashBalance$705K152025
Retirement plans
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