Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANDEEP B. PATEL, D.D.S., P.A.
EIN 20-3345171Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
16
11215 SOUTH IH-35, SUITE 116 - AUSTIN, TX 78747512-233-6200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 16 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
SANDEEP B. PATEL, D.D.S., P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SANDEEP B. PATEL, D.D.S., P.A. PROFIT SHARING PLAN
ProfitSharing
Assets$337K
Participants8
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 | SANDEEP B. PATEL, D.D.S., P.A. DEFINED BENEFIT PLAN | TraditionalDB | $1.3M | 8 | 2025 | |
| 002 | SANDEEP B. PATEL, D.D.S., P.A. PROFIT SHARING PLAN | ProfitSharing | $337K | 8 | 2025 |
Retirement plans