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Sponsor portfolio

UMBAREEN MAHMOOD MD LLC

EIN 83-2172669-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$350K assets
Welfare
0
Participants
8
5 E. 57TH STREET, FLOOR 16 - NEW YORK, NY 10022917-426-2936
Plans on this EIN
2 filings
#002TraditionalDB-$205K - 4 part#001401k-$145K - 4 part

Retirement portfolio analytics

2 plans aggregated / $350K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • DEFINED BENEFIT PLAN (#002)59%
  • MD LLC 401(K) (#001)41%
Total $350KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)4
  • MD LLC 401(K) (#001)4
Total 8Click 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#002

UMBAREEN MAHMOOD MD LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$205K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

UMBAREEN MAHMOOD MD LLC 401(K) PLAN

401k

Assets$145K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UMBAREEN MAHMOOD MD LLC DEFINED BENEFIT PLANTraditionalDB$205K42024
001UMBAREEN MAHMOOD MD LLC 401(K) PLAN401k$145K42024
Retirement plans
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