Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
RUPAM KHANNA, DDS, INC.
EIN 20-5409360Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
13
3160 CROW CANYON ROAD, SUITE 100 - SAN RAMON, CA 94582925-866-8422
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 13 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
RUPAM KHANNA, DDS, INC. CASH BALANCE PLAN
CashBalance
Assets$4.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RUPAM KHANNA, DDS, INC. 401(K) PROFIT SHARING PLAN II
401k
Assets$556K
Participants7
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 | RUPAM KHANNA, DDS, INC. CASH BALANCE PLAN | CashBalance | $4.7M | 6 | 2024 | |
| 003 | RUPAM KHANNA, DDS, INC. 401(K) PROFIT SHARING PLAN II | 401k | $556K | 7 | 2024 |
Retirement plans