Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
PARAG R. KACHALIA, DDS, INC
EIN 20-5862106Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
7
525 BOLLINGER CANYON WAY, SUITE 100 - SAN RAMON, CA 94582925-362-8209
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 7 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#002
PARAG R. KACHALIA, DDS, INC. CASH BALANCE PLAN
CashBalance
Assets$737K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PARAG R. KACHALIA, DDS, INC. 401K PLAN
401k
Assets$569K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PARAG R. KACHALIA, DDS, INC. CASH BALANCE PLAN | CashBalance | $737K | 2 | 2024 | |
| 001 | PARAG R. KACHALIA, DDS, INC. 401K PLAN | 401k | $569K | 5 | 2025 |
Retirement plans