Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
HITESH K. PATEL, DDS, LLC
EIN 36-4447048medical practiceLatest filing 2024
Plans
2
Retirement
2
$997K assets
Welfare
0
Participants
8
1309 MACOM DRIVE, SUITE 107 - NAPERVILLE, IL 60564630-305-7914LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $997K assets / 8 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
HITESH K. PATEL, DDS, LLC CASH BALANCE PLAN
CashBalance
Assets$576K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HITESH K. PATEL, DDS, LLC 401(K) PLAN
ProfitSharing
Assets$421K
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 | |
|---|---|---|---|---|---|---|
| 002 | HITESH K. PATEL, DDS, LLC CASH BALANCE PLAN | CashBalance | $576K | 3 | 2024 | |
| 001 | HITESH K. PATEL, DDS, LLC 401(K) PLAN | ProfitSharing | $421K | 5 | 2024 |
Retirement plans