Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATHRYN K. NAJAFI-TAGOL, M.D., A PC
EIN 84-4149764Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
24
10 PAUL DRIVE - SAN RAFAEL, CA 94903415-444-0300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 24 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#001
KATHRYN K. NAJAFI-TAGOL, M.D., A PC PROFIT SHARING 401(K) PLAN
401k
Assets$1.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KATHRYN K. NAJAFI-TAGOL, M.D. CASH BALANCE PLAN
CashBalance
Assets$897K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KATHRYN K. NAJAFI-TAGOL, M.D., A PC PROFIT SHARING 401(K) PLAN | 401k | $1.1M | 16 | 2024 | |
| 002 | KATHRYN K. NAJAFI-TAGOL, M.D. CASH BALANCE PLAN | CashBalance | $897K | 8 | 2024 |
Retirement plans