Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEVANG PATEL D.D.S., INC.
EIN 20-1031511medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
16
895 W. VALLEY BLVD., SUITE C - COLTON, CA 92324909-824-7060coltonfamilydental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 16 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
DEVANG PATEL D.D.S., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DEVANG PATEL, DDS, INC. 401(K) PLAN
401k
Assets$701K
Participants8
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 | DEVANG PATEL D.D.S., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.2M | 8 | 2024 | |
| 001 | DEVANG PATEL, DDS, INC. 401(K) PLAN | 401k | $701K | 8 | 2024 |
Retirement plans