Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Dr. Syed S. Rizvi, DDS, Apc Dba Happy Kids Dental
EIN 82-5184766Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
20
940 N CENTER - STOCKTON, CA 95202209-922-1983
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 20 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
HAPPY KIDS DENTAL CASH BALANCE PLAN
Cash balance
Assets$2.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HAPPY KIDS DENTAL 401(K) PLAN
401(k)
Assets$450K
Participants12
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 | HAPPY KIDS DENTAL CASH BALANCE PLAN | Cash balance | $2.0M | 8 | 2025 | |
| 001 | HAPPY KIDS DENTAL 401(K) PLAN | 401(k) | $450K | 12 | 2025 |
Retirement plans