Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PREETIKA GUPTA DDS PC
EIN 27-0942940Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
20
1521 STRAIGHT PATH - WYANDANCH, NY 11768631-643-3800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 20 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
PREETIKA GUPTA DDS PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PREETIKA GUPTA DDS PC PROFIT SHARING PLAN
ProfitSharing
Assets$170K
Participants11
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 | PREETIKA GUPTA DDS PC DEFINED BENEFIT PLAN | TraditionalDB | $2.8M | 9 | 2024 | |
| 002 | PREETIKA GUPTA DDS PC PROFIT SHARING PLAN | ProfitSharing | $170K | 11 | 2024 |
Retirement plans