Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
NEEL R. PATEL, M.D., PLC
EIN 27-4270489medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
21
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 21 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#002
NEEL R. PATEL, M.D. PLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NEEL R. PATEL, M.D. PLC 401(K) PLAN
401k
Assets$566K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NEEL R. PATEL, M.D. PLC CASH BALANCE PLAN | CashBalance | $1.4M | 4 | 2024 | |
| 001 | NEEL R. PATEL, M.D. PLC 401(K) PLAN | 401k | $566K | 17 | 2025 |
Retirement plans