Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KHATRI & COMPANY, PC
EIN 20-1778713Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
8
1316 STREET ROAD - BENSALEM, PA 19020215-288-9200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 8 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
KHATRI & COMPANY, PC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KHATRI & COMPANY, PC 401(K) PROFIT SHARING PLAN
401k
Assets$39K
Participants5
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 | KHATRI & COMPANY, PC CASH BALANCE PLAN | CashBalance | $1.5M | 3 | 2024 | |
| 003 | KHATRI & COMPANY, PC 401(K) PROFIT SHARING PLAN | 401k | $39K | 5 | 2024 |
Retirement plans