Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
ASHVANI K. GULATI, MD, PC
EIN 16-1003886Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$11.2M assets
Welfare
0
Participants
40
3750 DELAWARE AVE - KENMORE, NY 14217716-874-2455
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.2M assets / 40 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
ASHVANI K. GULATI, MD, PC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$7.8M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ASHVANI K. GULATI, M.D., P.C. DEFINED BENEFIT PLAN
CashBalance
Assets$3.4M
Participants17
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 | ASHVANI K. GULATI, MD, PC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $7.8M | 23 | 2025 | |
| 002 | ASHVANI K. GULATI, M.D., P.C. DEFINED BENEFIT PLAN | CashBalance | $3.4M | 17 | 2025 |
Retirement plans