Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ULLASINI JOY DHOLAKIA, APC
EIN 20-0411859law practiceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 17 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
ULLASINI JOY DHOLAKIA, APC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$588K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ULLASINI JOY DHOLAKIA, APC RETIREMENT PLAN
ProfitSharing
Assets$480K
Participants6
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 | ULLASINI JOY DHOLAKIA, APC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $588K | 11 | 2024 | |
| 001 | ULLASINI JOY DHOLAKIA, APC RETIREMENT PLAN | ProfitSharing | $480K | 6 | 2024 |
Retirement plans