Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SNEHAL PATEL DDS, MD, PC
EIN 27-0767765medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
39
9010 LORTON STATION BOULEVARD, #140 - LORTON, VA 22079703-436-4633lortonoralsurgery.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 39 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
SNEHAL PATEL DDS, MD, PC 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SNEHAL PATEL DDS, MD, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$618K
Participants19
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 | SNEHAL PATEL DDS, MD, PC 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 20 | 2025 | |
| 002 | SNEHAL PATEL DDS, MD, PC CASH BALANCE PENSION PLAN | CashBalance | $618K | 19 | 2024 |
Retirement plans