Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEEPAK SHETH, MD
EIN 33-0380697civil engineeringLatest filing 2025
Plans
3
Retirement
2
$1.6M assets
Welfare
1
Participants
13
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 13 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
DEEPAK SHETH, MD DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DEEPAK SHETH, MD PROFIT SHARING PLAN
ProfitSharing
Assets$146K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
DEEPAK SHETH, MD PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEEPAK SHETH, MD DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 7 | 2024 | |
| 002 | DEEPAK SHETH, MD PROFIT SHARING PLAN | ProfitSharing | $146K | 6 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | DEEPAK SHETH, MD PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans