Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAUNG PATEL OMS PARTNERSHIP
EIN 32-0580927Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
40
4545 MATTOS DRIVE - FREMONT, CA 94536510-792-9405
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 40 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
MAUNG PATEL OMS PARTNERSHIP PENSION PLAN
CashBalance
Assets$922K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MAUNG PATEL OMS PARTNERSHIP RETIREMENT PLAN
401k
Assets$874K
Participants24
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 | MAUNG PATEL OMS PARTNERSHIP PENSION PLAN | CashBalance | $922K | 16 | 2024 | |
| 001 | MAUNG PATEL OMS PARTNERSHIP RETIREMENT PLAN | 401k | $874K | 24 | 2025 |
Retirement plans