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  1. Companies/
  2. SONIA KOHLI, DDS, PC
Sponsor portfolio

SONIA KOHLI, DDS, PC

EIN 20-8758928-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
11
18 E. 50TH STREET, SUITE 5A - NEW YORK, NY 10022212-644-6360drsoniakohli.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$2.2M - 2 part#001401k-$1.1M - 9 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • DDS, PC PENSION (#002)67%
  • DDS, PC 401(K) (#001)33%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS, PC 401(K) (#001)9
  • DDS, PC PENSION (#002)2
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SONIA KOHLI, DDS, PC PENSION PLAN

CashBalance

Assets$2.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SONIA KOHLI, DDS, PC 401(K) PLAN

401k

Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SONIA KOHLI, DDS, PC PENSION PLANCashBalance$2.2M22025
001SONIA KOHLI, DDS, PC 401(K) PLAN401k$1.1M92025
Retirement plans
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