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  2. SANJAY K. AGGARWAL, M.D.
Sponsor portfolio

SANJAY K. AGGARWAL, M.D.

EIN 06-1540591-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
53
1427 CHAPEL STREET - NEW HAVEN, CT 06511203-865-3880LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$3.2M - 31 part#003CashBalance-$1.1M - 22 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 53 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#002)74%
  • CASH BALANCE PLAN (#003)26%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)31
  • CASH BALANCE PLAN (#003)22
Total 53Click 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

SANJAY K. AGGARWAL, M.D. PROFIT SHARING PLAN

401k

Assets$3.2M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SANJAY K. AGGARWAL, M.D. CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SANJAY K. AGGARWAL, M.D. PROFIT SHARING PLAN401k$3.2M312024
003SANJAY K. AGGARWAL, M.D. CASH BALANCE PLANCashBalance$1.1M222024
Retirement plans
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