Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATSURA, KHALIL, NAKAZATO, KHOSROVANI, D.D.S., INC.
EIN 94-2310074Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$10.9M assets
Welfare
0
Participants
55
2640 TELEGRAPH AVE STE 101 - BERKELEY, CA 94704510-848-6494
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.9M assets / 55 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#003
ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.6M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ALOHA PEDIATRIC DENTISTRY 401(A)(4) PROFIT SHARING PLAN
ProfitSharing
Assets$5.3M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.6M | 25 | 2025 | |
| 004 | ALOHA PEDIATRIC DENTISTRY 401(A)(4) PROFIT SHARING PLAN | ProfitSharing | $5.3M | 30 | 2025 |
Retirement plans