Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RAJESH PATEL, M.D.
EIN 11-2825687entertainmentLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
5
266 PARK AVENUE - WILLISTON PARK, NY 11596718-367-3930rajeshpatelmd.comLinkedIn1-10 employeesentertainment
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 5 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#002
RAJESH PATEL, M.D. CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RAJESH PATEL, M.D. SALARY DEFERRAL AND PROFIT SHARING PLAN
401k
Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RAJESH PATEL, M.D. CASH BALANCE PLAN | CashBalance | $2.5M | 2 | 2024 | |
| 001 | RAJESH PATEL, M.D. SALARY DEFERRAL AND PROFIT SHARING PLAN | 401k | $2.1M | 3 | 2024 |
Retirement plans