Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHET DESAI DDS
EIN 33-0492166medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
7
947 S ANAHEIM BLVD STE 110 - ANAHEIM, CA 928058516949-981-3269chetdesaidds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 7 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
CHET DESAI DDS 401K PROFIT SHARING PLAN
401k
Assets$4.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHET DESAI DDS CASH BALANCE PLAN
CashBalance
Assets$420K
Participants3
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 | CHET DESAI DDS 401K PROFIT SHARING PLAN | 401k | $4.8M | 4 | 2025 | |
| 002 | CHET DESAI DDS CASH BALANCE PLAN | CashBalance | $420K | 3 | 2025 |
Retirement plans