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Sponsor portfolio

MUNIRA LOKHANDWALA, D.D.S., P.C.

EIN 26-1655174-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
37
38350 FREMONT BLVD., SUITE 103 - FREMONT, CA 945366060510-552-3239
Plans on this EIN
2 filings
#001401k-$2.1M - 22 part#002CashBalance-$1.7M - 15 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 37 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PROFIT SHARING PLAN (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)22
  • CASH BALANCE PLAN (#002)15
Total 37Click 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#001

MUNIRA LOKHANDWALA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$2.1M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MUNIRA LOKHANDWALA, D. D. S. , P. C. CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MUNIRA LOKHANDWALA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN401k$2.1M222024
002MUNIRA LOKHANDWALA, D. D. S. , P. C. CASH BALANCE PLANCashBalance$1.7M152024
Retirement plans
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