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Sponsor portfolio

HANJANI PC

EIN 03-0501242-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
10
3 HARLOW STREET - NORTH EASTON, MA 02356508-583-4961hanjanimd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$2.1M - 6 part#003CashBalance-$696K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PLAN AND TRUST (#002)75%
  • CASH BALANCE PLAN (#003)25%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)6
  • CASH BALANCE PLAN (#003)4
Total 10Click 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#002

HANJANI PC 401(K) PLAN AND TRUST

401k

Assets$2.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HANJANI, PC CASH BALANCE PLAN

CashBalance

Assets$696K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HANJANI PC 401(K) PLAN AND TRUST401k$2.1M62024
003HANJANI, PC CASH BALANCE PLANCashBalance$696K42024
Retirement plans
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