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  2. HARPREET DEOL DDS LLC
Sponsor portfolio

HARPREET DEOL DDS LLC

EIN 20-3189697-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
16
151 SULLY'S TRAIL, SUITE 2 - PITTSFORD, NY 14534585-944-2114
Plans on this EIN
2 filings
#002CashBalance-$4.3M - 7 part#001401k-$2.3M - 9 part

Retirement portfolio analytics

2 plans aggregated / $6.6M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • DDS, LLC PENSION (#002)66%
  • PLAN & TRUST (#001)34%
Total $6.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)9
  • DDS, LLC PENSION (#002)7
Total 16Click 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#002

HARPREET DEOL DDS, LLC PENSION PLAN

CashBalance

Assets$4.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HARPREET DEOL DDS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HARPREET DEOL DDS, LLC PENSION PLANCashBalance$4.3M72024
001HARPREET DEOL DDS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$2.3M92024
Retirement plans
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