Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AKHIL SHARMA, M.D., INC.
EIN 33-0983469Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
3
$9.4M assets
Welfare
0
Participants
48
13054 MODOC CT. - APPLE VALLEY, CA 92308760-951-7722
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $9.4M assets / 48 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
AKHIL SHARMA, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AKHIL SHARMA, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$3.9M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AKHIL SHARMA, M.D., INC. 401(K) PLAN
401k
Assets$398K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AKHIL SHARMA, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.1M | 8 | 2024 | |
| 001 | AKHIL SHARMA, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $3.9M | 21 | 2024 | |
| 003 | AKHIL SHARMA, M.D., INC. 401(K) PLAN | 401k | $398K | 19 | 2024 |
Retirement plans