Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UTTAM TRIPATHY M.D. P.A.
EIN 26-1689223hospital & health careLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
14
16605 SOUTHWEST FREEWAY, MOB 3, SUITE 575 - SUGAR LAND, TX 77479281-232-1908LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 14 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
UTTAM TRIPATHY M.D. P.A. CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
UTTAM TRIPATHY M.D. P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$471K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UTTAM TRIPATHY M.D. P.A. CASH BALANCE PLAN | CashBalance | $2.6M | 6 | 2024 | |
| 001 | UTTAM TRIPATHY M.D. P.A. 401(K) PROFIT SHARING PLAN | 401k | $471K | 8 | 2024 |
Retirement plans