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Sponsor portfolio

TONY A. SAYEGH

EIN 95-3886880-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
9
102 WEST ROUTE 66, SUITE G - GLENDORA, CA 91740626-335-1241LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#005TraditionalDB-$2.2M - 4 part#004401k-$1.6M - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PLAN (#005)58%
  • PROFIT SHARING PLAN (#004)42%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)5
  • CASH BALANCE PLAN (#005)4
Total 9Click 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#005

TONY A. SAYEGH CASH BALANCE PLAN

TraditionalDB

Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

TONY A. SAYEGH 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005TONY A. SAYEGH CASH BALANCE PLANTraditionalDB$2.2M42025
004TONY A. SAYEGH 401(K) PROFIT SHARING PLAN401k$1.6M52025
Retirement plans
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