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  2. RAJESH AGARWAL, MD, LLC
Sponsor portfolio

RAJESH AGARWAL, MD, LLC

EIN 20-1250166-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
38
3940 WATERFORD COURT - BEACHWOOD, OH 44122216-751-1212LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.5M - 20 part#002CashBalance-$880K - 18 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • LLC 401(K) Savings (#001)74%
  • CASH BALANCE PENSION (#002)26%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401(K) Savings (#001)20
  • CASH BALANCE PENSION (#002)18
Total 38Click 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#001

RAJESH AGARWAL, MD, LLC 401(K) SAVINGS PLAN

401k

Assets$2.5M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RAJESH AGARWAL, MD, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$880K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RAJESH AGARWAL, MD, LLC 401(K) SAVINGS PLAN401k$2.5M202025
002RAJESH AGARWAL, MD, LLC CASH BALANCE PENSION PLANCashBalance$880K182024
Retirement plans
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