Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LALITA PANDIT, M.D., INC.
EIN 33-1035337medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
13
11180 WARNER AVE., SUITE 467 - FOUNTAIN VALLEY, CA 927084056714-432-9200LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M 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#002
LALITA PANDIT, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LALITA PANDIT, M.D., INC. PROFIT SHARING 401(K) PLAN
401k
Assets$1.7M
Participants10
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 | LALITA PANDIT, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.7M | 3 | 2024 | |
| 001 | LALITA PANDIT, M.D., INC. PROFIT SHARING 401(K) PLAN | 401k | $1.7M | 10 | 2024 |
Retirement plans