Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
JAY R. PATEL D.D.S., P.C.
EIN 36-3759441Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$115K assets
Welfare
0
Participants
12
3315 ST. MICHEL COURT - BARTLETT, IL 601031670630-830-9952
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $115K assets / 12 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
JAY R. PATEL, D.D.S., P.C. PENSION PLAN & TRUST
TraditionalDB
Assets$104K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAY R. PATEL, D.D.S., P.C. EMPLOYEES 401 (K) PLAN
401k
Assets$11K
Participants5
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 | JAY R. PATEL, D.D.S., P.C. PENSION PLAN & TRUST | TraditionalDB | $104K | 7 | 2024 | |
| 002 | JAY R. PATEL, D.D.S., P.C. EMPLOYEES 401 (K) PLAN | 401k | $11K | 5 | 2024 |
Retirement plans