Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AJAY GOEL, PHYSICIAN, P.C.
EIN 05-0537231medical practiceLatest filing 2025
Plans
2
Retirement
2
$11.6M assets
Welfare
0
Participants
31
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.6M assets / 31 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
AJAY GOEL, PHYSICIAN, P.C. PROFIT SHARING PLAN
401k
Assets$9.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AJAY GOEL, PHYSICIAN, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.5M
Participants13
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 | AJAY GOEL, PHYSICIAN, P.C. PROFIT SHARING PLAN | 401k | $9.1M | 18 | 2024 | |
| 002 | AJAY GOEL, PHYSICIAN, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN | CashBalance | $2.5M | 13 | 2025 |
Retirement plans