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Sponsor portfolio

SRIJANANI MANOHAR DMD

EIN 83-3467964-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$894K assets
Welfare
0
Participants
8
317 LENNON LN STE 100, SUITE 1 - LAFAYETTE, CA 945495046925-283-5454
Plans on this EIN
2 filings
#001401k-$590K - 5 part#002CashBalance-$304K - 3 part

Retirement portfolio analytics

2 plans aggregated / $894K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PROFIT SHARING PLAN (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $894KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5
  • CASH BALANCE PLAN (#002)3
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#001

SRIJANANI MANOHAR DMD INC PROFIT SHARING PLAN

401k

Assets$590K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SRIJANANI MANOHAR, DMD INC CASH BALANCE PLAN

CashBalance

Assets$304K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SRIJANANI MANOHAR DMD INC PROFIT SHARING PLAN401k$590K52025
002SRIJANANI MANOHAR, DMD INC CASH BALANCE PLANCashBalance$304K32024
Retirement plans
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