Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAM S. MARKZAR, D.D.S., INC.
EIN 95-4776150Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
21
8500 WILSHIRE BLVD. SUITE 819 - BEVERLY HILLS, CA 90211310-360-7570
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 21 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
SAM S. MARKZAR, D.D.S., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAM S. MARKZAR, D.D.S., INC. 401 (K) PROFIT SHARING PLAN
401k
Assets$236K
Participants11
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 | SAM S. MARKZAR, D.D.S., INC. CASH BALANCE PENSION PLAN | CashBalance | $2.1M | 10 | 2024 | |
| 002 | SAM S. MARKZAR, D.D.S., INC. 401 (K) PROFIT SHARING PLAN | 401k | $236K | 11 | 2024 |
Retirement plans