Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES KAYVANFAR, M.D.
EIN 83-3115555medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
10
22055 ROLLING RIDGE DRIVE - SANTA CLARITA, CA 91350661-222-9466LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 10 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#004
JAMES KAYVANFAR, M.D., DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JAMES KAYVANFAR, M.D. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$2.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | JAMES KAYVANFAR, M.D., DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.7M | 5 | 2025 | |
| 003 | JAMES KAYVANFAR, M.D. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $2.4M | 5 | 2025 |
Retirement plans