Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JASHVANT PATEL MD INC.
EIN 20-0575452Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
6
460 DENIS LANE - ARROYO GRANDE, CA 934205032805-801-5208
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 6 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
JASHVANT PATEL MD INC. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JASHVANT PATEL MD INC. 401K PROFIT SHARING PLAN
401k
Assets$121K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JASHVANT PATEL MD INC. CASH BALANCE PLAN | CashBalance | $1.6M | 3 | 2025 | |
| 002 | JASHVANT PATEL MD INC. 401K PROFIT SHARING PLAN | 401k | $121K | 3 | 2025 |
Retirement plans