Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANISH N. PATEL, DMD, PA
EIN 20-8121198Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
13
10550 INDEPENDENCE POINT PARKWAY, SUITE 202 - MATTHEWS, NC 28105704-841-2227
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M 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#002
MATTHEWS ENDODONTIC CENTER DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MATTHEWS ENDODONTIC CENTER 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
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 | |
|---|---|---|---|---|---|---|
| 002 | MATTHEWS ENDODONTIC CENTER DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.1M | 7 | 2025 | |
| 001 | MATTHEWS ENDODONTIC CENTER 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 6 | 2025 |
Retirement plans