Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
NEHA P. SHAH, DMD, LLC
EIN 41-2184675medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
5
272 US HIGHWAY 206 SUITE 210 - FLANDERS, NJ 07836973-668-5020perionewjersey.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 5 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
NEHA P. SHAH, DMD, LLC CASH BALANCE PLAN
CashBalance
Assets$957K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NEHA P. SHAH, DMD, LLC 401(K) PLAN
401k
Assets$844K
Participants3
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 | NEHA P. SHAH, DMD, LLC CASH BALANCE PLAN | CashBalance | $957K | 2 | 2025 | |
| 001 | NEHA P. SHAH, DMD, LLC 401(K) PLAN | 401k | $844K | 3 | 2025 |
Retirement plans