Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MEHUL C. PATEL, DDS, PC
EIN 36-4544110Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
41
2861 WEST ROAD - TRENTON, MI 48183734-675-0585
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 41 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
MEHUL C. PATEL, DDS, PC PROFIT SHARING PLAN
401k
Assets$2.0M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MEHUL C. PATEL, DDS, PC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants19
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 | MEHUL C. PATEL, DDS, PC PROFIT SHARING PLAN | 401k | $2.0M | 22 | 2024 | |
| 003 | MEHUL C. PATEL, DDS, PC CASH BALANCE PLAN | CashBalance | $1.5M | 19 | 2024 |
Retirement plans