Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
RAKESH PATEL DDS & SHITAL PATEL DDS INC.
EIN 20-0406823Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
65
260 E. ONTARIO AVE., STE. 201 - CORONA, CA 92879951-898-8511
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 65 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#003
RETIREMENT INCOME SECURITY PLAN-DENTAL CARE OF CORONA
401k
Assets$2.9M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DENTAL CARE OF CORONA CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RETIREMENT INCOME SECURITY PLAN-DENTAL CARE OF CORONA | 401k | $2.9M | 34 | 2025 | |
| 002 | DENTAL CARE OF CORONA CASH BALANCE PLAN | CashBalance | $2.2M | 31 | 2025 |
Retirement plans