Assets by plan
Share of aggregate retirement assets
Filings through .
Vikram N. Patel, M.D., P.A.
EIN 20-3302522medical practiceLatest filing 2025
Plans
3
Retirement
2
$8.8M assets
Health & Benefits
1
Participants
18
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $8.8M assets / 12 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
VIKRAM N. PATEL, M.D., P.A. DEFINED BENEFIT PLAN
Traditional DB
Assets$5.2M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
VIKRAM N. PATEL, M.D., P.A. PROFIT SHARING PLAN
401(k)
Assets$3.6M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#003
VIKRAM N. PATEL, M.D., P.A. DEFINED BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | VIKRAM N. PATEL, M.D., P.A. DEFINED BENEFIT PLAN | Traditional DB | $5.2M | 6 | 2025 |
| #002 | VIKRAM N. PATEL, M.D., P.A. PROFIT SHARING PLAN | 401(k) | $3.6M | 6 | 2025 |
- #003 · Traditional DB · 20256
- #002 · 401(k) · 20256
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #003 | VIKRAM N. PATEL, M.D., P.A. DEFINED BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #003 · Self-funded · 20250
Retirement plans
Health & Benefits plans