Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
M. YAVARI DDS, PC.
EIN 83-2171879Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$688K assets
Welfare
0
Participants
12
909 EUCLID AVENUE SUITE 909 - NATIONAL CITY, CA 91950619-552-3200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $688K 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#002
M. YAVARI DDS, PC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$552K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
M. YAVARI DDS, PC. 401(K) PLAN & TRUST
401k
Assets$136K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | M. YAVARI DDS, PC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $552K | 6 | 2024 | |
| 001 | M. YAVARI DDS, PC. 401(K) PLAN & TRUST | 401k | $136K | 6 | 2024 |
Retirement plans