Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VIVEK GUPTA, M.D., S.C.
EIN 26-0599938medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
53
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 53 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
VIVEK GUPTA, M.D., S.C. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VIVEK GUPTA, M.D., S.C. PROFIT SHARING PLAN
ProfitSharing
Assets$250K
Participants32
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 | VIVEK GUPTA, M.D., S.C. CASH BALANCE PLAN | CashBalance | $1.0M | 21 | 2024 | |
| 002 | VIVEK GUPTA, M.D., S.C. PROFIT SHARING PLAN | ProfitSharing | $250K | 32 | 2024 |
Retirement plans