Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMIT LALIT SHAH, INC.
EIN 26-1658613Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
25
137 W. CHAPMAN AVENUE - FULLERTON, CA 92832714-738-6001
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 25 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#002
AMIT LALIT SHAH, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.8M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
AMIT LALIT SHAH, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$862K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AMIT LALIT SHAH, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.8M | 8 | 2024 | |
| 001 | AMIT LALIT SHAH, INC. 401(K) PROFIT SHARING PLAN | 401k | $862K | 17 | 2024 |
Retirement plans