Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VAISHALI PATEL DDS, INC
EIN 30-0337601Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
19
841 PACIFIC COAST HIGHWAY - HARBOR CITY, CA 90710310-835-3144localtoothdoctor.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 19 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
HARBOR DENTAL ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
HARBOR DENTAL ASSOCIATES 401(K) PLAN
401k
Assets$188K
Participants11
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 | HARBOR DENTAL ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.4M | 8 | 2025 | |
| 001 | HARBOR DENTAL ASSOCIATES 401(K) PLAN | 401k | $188K | 11 | 2024 |
Retirement plans