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Sponsor portfolio

ANIL K JAIN

EIN 38-2681125-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
2
3580 OTSEGO DR - OKEMOS, MI 48864517-349-9153LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002ProfitSharing-$3.3M - 1 part#001MoneyPurchase-$1.0M - 1 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 2 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PROFIT SHARING PLAN (#002)77%
  • MONEY PURCHASE PLAN (#001)23%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)1
  • MONEY PURCHASE PLAN (#001)1
Total 2Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ANIL K JAIN PROFIT SHARING PLAN

ProfitSharing

Assets$3.3M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ANIL K JAIN MONEY PURCHASE PLAN

MoneyPurchase

Assets$1.0M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANIL K JAIN PROFIT SHARING PLANProfitSharing$3.3M12025
001ANIL K JAIN MONEY PURCHASE PLANMoneyPurchase$1.0M12025
Retirement plans
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