Assets by plan
Share of aggregate retirement assets
74%top
Filings through .
Sponsor portfolio
Steven Vasilev, M.D., P.C.
EIN 87-1059540Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$893K assets
Welfare
0
Participants
6
2029 VERDUGO BLVD. #705 - MONTROSE, CA 91020626-676-0514
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $893K assets / 6 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
STEVEN VASILEV, M.D., P.C. CASH BALANCE PENSION PLAN & TRUST
Cash balance
Assets$662K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEVEN VASILEV, M.D., P.C. 401K PROFIT SHARING PLAN & TRUST
401(k)
Assets$231K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEVEN VASILEV, M.D., P.C. CASH BALANCE PENSION PLAN & TRUST | Cash balance | $662K | 3 | 2025 | |
| 001 | STEVEN VASILEV, M.D., P.C. 401K PROFIT SHARING PLAN & TRUST | 401(k) | $231K | 3 | 2025 |
Retirement plans