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  1. Companies/
  2. MINESH Y. PATEL, DDS
Sponsor portfolio

MINESH Y. PATEL, DDS

EIN 45-1779051-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
35
1523 SOUTH HIGHLAND AVE - JACKSON, TN 38301731-424-6452
Plans on this EIN
2 filings
#001401k-$2.0M - 19 part#002CashBalance-$1.7M - 16 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • OF JACKSON 401(K) (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF JACKSON 401(K) (#001)19
  • CASH BALANCE PLAN (#002)16
Total 35Click 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#001

FAMILY & COSMETIC DENTISTRY OF JACKSON 401(K) PLAN

401k

Assets$2.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FAMILY & COSMETIC DENTISTRY OF JACKSON CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY & COSMETIC DENTISTRY OF JACKSON 401(K) PLAN401k$2.0M192024
002FAMILY & COSMETIC DENTISTRY OF JACKSON CASH BALANCE PLANCashBalance$1.7M162024
Retirement plans
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