Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KIRIT PATEL DDS., INC.
EIN 20-2763895Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
12
174 S. SUNRISE WAY - PALM SPRINGS, CA 92262760-322-1002
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 12 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
KIRIT PATEL DDS., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$970K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KIRIT PATEL DDS., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$275K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KIRIT PATEL DDS., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $970K | 4 | 2024 | |
| 001 | KIRIT PATEL DDS., INC. 401(K) PROFIT SHARING PLAN | 401k | $275K | 8 | 2024 |
Retirement plans