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Sponsor portfolio

UMAMAHESWARA RAO VEJENDLA, MD, PC

EIN 16-1070314-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
34
152 FOOTE AVENUE - JAMESTOWN, NY 14701716-664-5290LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$3.3M - 23 part#003CashBalance-$345K - 11 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PROFIT SHARING PLAN (#002)90%
  • CASH BALANCE PENSION (#003)10%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)23
  • CASH BALANCE PENSION (#003)11
Total 34Click 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

UMAMAHESWARA RAO VEJENDLA, MD, PC 401(K) PROFIT SHARING PLAN

401k

Assets$3.3M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UMAMAHESWARA RAO VEJENDLA, MD, PC CASH BALANCE PENSION PLAN

CashBalance

Assets$345K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UMAMAHESWARA RAO VEJENDLA, MD, PC 401(K) PROFIT SHARING PLAN401k$3.3M232024
003UMAMAHESWARA RAO VEJENDLA, MD, PC CASH BALANCE PENSION PLANCashBalance$345K112024
Retirement plans
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