Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
URMEN DESAI, MD, PC
EIN 32-0537761Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
8
PO BOX 15868 - BEVERLY HILLS, CA 90209310-880-5275
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 8 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
URMEN DESAI, MD, PC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
URMEN DESAI, MD, PC 401(K) PLAN
401k
Assets$730K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | URMEN DESAI, MD, PC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 4 | 2024 | |
| 001 | URMEN DESAI, MD, PC 401(K) PLAN | 401k | $730K | 4 | 2024 |
Retirement plans