Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
KAZI, INC.
EIN 94-3271795Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
17
2895 SANDERLING DRIVE - FREMONT, CA 94555510-299-2730
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 17 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
SHITAL KAZI, DDS 401(K) PLAN
401k
Assets$2.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SHITAL KAZI, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$2.3M
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 | |
|---|---|---|---|---|---|---|
| 002 | SHITAL KAZI, DDS 401(K) PLAN | 401k | $2.4M | 9 | 2025 | |
| 003 | SHITAL KAZI, D.D.S. CASH BALANCE PLAN | CashBalance | $2.3M | 8 | 2025 |
Retirement plans