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  2. SHILPA CHANDIWAL DDS, PLLC
Sponsor portfolio

SHILPA CHANDIWAL DDS, PLLC

EIN 27-4702327-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
33
167 CITADEL WAY, SUITE 100 - SUGAR LAND, TX 77479713-955-2100
Plans on this EIN
2 filings
#003CashBalance-$1.8M - 16 part#001401k-$860K - 17 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#003)68%
  • PROFIT SHARING PLAN (#001)32%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)17
  • CASH BALANCE PLAN (#003)16
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SHILPA CHANDIWAL DDS, PLLC CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SHILPA CHANDIWAL DDS, PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$860K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SHILPA CHANDIWAL DDS, PLLC CASH BALANCE PLANCashBalance$1.8M162024
001SHILPA CHANDIWAL DDS, PLLC 401(K) PROFIT SHARING PLAN401k$860K172024
Retirement plans
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