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  2. TARUN J. SHAH, M.D.
Sponsor portfolio

TARUN J. SHAH, M.D.

EIN 22-3250327-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
4
2130 HWY 35, SUITE 115A - SEA GIRT, NJ 08750732-974-9797LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$3.7M - 2 part#003401k-$545K - 2 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • DEFINED BENEFIT PLAN (#002)87%
  • PROFIT SHARING PLAN (#003)13%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)2
  • PROFIT SHARING PLAN (#003)2
Total 4Click 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

TARUN J. SHAH, M.D. DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DR. SHAH PROFIT SHARING PLAN

401k

Assets$545K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TARUN J. SHAH, M.D. DEFINED BENEFIT PLANTraditionalDB$3.7M22024
003DR. SHAH PROFIT SHARING PLAN401k$545K22024
Retirement plans
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