Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.R.PATEL, D.M.D., P.C.
EIN 30-0410192Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
91
20 ACADIA DRIVE - SOUTH BARRINGTON, IL 60010847-426-9430
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 91 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
J.R. PATEL, D.M.D., P.C. 401(K) PLAN
401k
Assets$3.1M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J.R. PATEL, DMD, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants43
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 | J.R. PATEL, D.M.D., P.C. 401(K) PLAN | 401k | $3.1M | 48 | 2025 | |
| 002 | J.R. PATEL, DMD, P.C. CASH BALANCE PLAN | CashBalance | $1.3M | 43 | 2025 |
Retirement plans