Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VIKRAM N. PATEL, M.D., P.A.
EIN 20-3302522medical practiceLatest filing 2024
Plans
3
Retirement
2
$7.8M assets
Welfare
1
Participants
17
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 11 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#003
VIKRAM N. PATEL, M.D., P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VIKRAM N. PATEL, M.D., P.A. PROFIT SHARING PLAN
401k
Assets$3.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#003
VIKRAM N. PATEL, M.D., P.A. DEFINED BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | VIKRAM N. PATEL, M.D., P.A. DEFINED BENEFIT PLAN | TraditionalDB | $4.4M | 6 | 2024 | |
| 002 | VIKRAM N. PATEL, M.D., P.A. PROFIT SHARING PLAN | 401k | $3.4M | 5 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 003 | VIKRAM N. PATEL, M.D., P.A. DEFINED BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans