Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YOGENDRA PATEL, MD, INC.
EIN 33-0115950Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
9
6901 ROYAL HUNT RIDGE DRIVE - RIVERSIDE, CA 92506951-789-8885
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 9 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#003
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN
CashBalance
Assets$3.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
YOGENDRA PATEL, MD, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN | CashBalance | $3.9M | 2 | 2025 | |
| 001 | YOGENDRA PATEL, MD, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 7 | 2025 |
Retirement plans