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Sponsor portfolio

HEMA JOSHI

EIN 26-3170875-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
4
19 MCPHERSON DRIVE - FLEMINGTON, NJ 08822908-237-5199
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 2 part#001401k-$474K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • CASH BALANCE PLAN (#002)73%
  • HEMA JOSHI 401(K) (#001)27%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • HEMA JOSHI 401(K) (#001)2
Total 4Click 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

HEMA JOSHI CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HEMA JOSHI 401(K) PLAN

401k

Assets$474K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HEMA JOSHI CASH BALANCE PLANCashBalance$1.3M22025
001HEMA JOSHI 401(K) PLAN401k$474K22025
Retirement plans
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