Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THAKKAR PATEL & AVALOS MD'S LLC
EIN 20-3329698medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
85
1009 SEBRING PARKWAY, SUITE 101 - SEBRING, FL 33870863-385-5129LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 85 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#001
THAKKAR, PATEL & AVALOS MD'S LLC PENSION PLAN
TraditionalDB
Assets$3.7M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THAKKAR, PATEL & AVALOS MD'S LLC PROFIT SHARING PLAN
ProfitSharing
Assets$412K
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THAKKAR, PATEL & AVALOS MD'S LLC PENSION PLAN | TraditionalDB | $3.7M | 46 | 2025 | |
| 004 | THAKKAR, PATEL & AVALOS MD'S LLC PROFIT SHARING PLAN | ProfitSharing | $412K | 39 | 2025 |
Retirement plans