Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHEFALI PANDYA, D.M.D., P.A.
EIN 27-1742376Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
23
707 FOULK RD, SUITE 201 - WILMINGTON, DE 19803302-421-9960
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 23 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
SHEFALI PANDYA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHEFALI PANDYA, D.M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants10
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 | SHEFALI PANDYA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 13 | 2025 | |
| 002 | SHEFALI PANDYA, D.M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.0M | 10 | 2024 |
Retirement plans