Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BHAGYA NAKKA, M.D., INC.
EIN 27-0750628Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$509K assets
Welfare
0
Participants
11
1805 N. CALIFORNIA STREET, SUITE 20 - STOCKTON, CA 95204209-242-2690drnakkaobgyn.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $509K assets / 11 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#001
BHAGYA NAKKA, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$462K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BHAGYA NAKKA, M.D., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$47K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BHAGYA NAKKA, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $462K | 9 | 2024 | |
| 002 | BHAGYA NAKKA, M.D., INC. DEFINED BENEFIT PLAN | TraditionalDB | $47K | 2 | 2024 |
Retirement plans