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Sponsor portfolio

NEHA SHAH MD LLC

EIN 26-2709564-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
20
84 KENNEDY STREET - ISELIN, NJ 08830732-516-0707LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.7M - 10 part#001401k-$946K - 10 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CASH BALANCE PLAN (#002)74%
  • MD LLC 401(K) (#001)26%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)10
  • MD LLC 401(K) (#001)10
Total 20Click 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

NEHA SHAH MD LLC CASH BALANCE PLAN

CashBalance

Assets$2.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEHA SHAH MD LLC 401(K) PLAN

401k

Assets$946K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEHA SHAH MD LLC CASH BALANCE PLANCashBalance$2.7M102024
001NEHA SHAH MD LLC 401(K) PLAN401k$946K102024
Retirement plans
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