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  2. ANIL R. SHAH, M.D., SC
Sponsor portfolio

ANIL R. SHAH, M.D., SC

EIN 26-1499430-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
31
200 W. SUPERIOR ST. - SUITE 200 - CHICAGO, IL 60654312-944-0117
Plans on this EIN
2 filings
#002CashBalance-$3.8M - 10 part#001401k-$3.0M - 21 part

Retirement portfolio analytics

2 plans aggregated / $6.8M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PENSION (#002)55%
  • PROFIT SHARING PLAN (#001)45%
Total $6.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)21
  • CASH BALANCE PENSION (#002)10
Total 31Click 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

ANIL R. SHAH, M.D., SC CASH BALANCE PENSION PLAN

CashBalance

Assets$3.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ANIL R. SHAH, M.D., SC 401K PROFIT SHARING PLAN

401k

Assets$3.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANIL R. SHAH, M.D., SC CASH BALANCE PENSION PLANCashBalance$3.8M102024
001ANIL R. SHAH, M.D., SC 401K PROFIT SHARING PLAN401k$3.0M212024
Retirement plans
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