Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RAVI S. SHANKAR, MD, FCCP
EIN 20-5485341Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
9
44215 15TH STREET W., SUITE 105 - LANCASTER, CA 93534661-948-8000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 9 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
RAVI S. SHANKAR, MD, FCCP DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RAVI S. SHANKAR, MD, FCCP 401(K) PROFIT SHARING PLAN
401k
Assets$242K
Participants6
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 | RAVI S. SHANKAR, MD, FCCP DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 3 | 2024 | |
| 002 | RAVI S. SHANKAR, MD, FCCP 401(K) PROFIT SHARING PLAN | 401k | $242K | 6 | 2024 |
Retirement plans