Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAGAR Y. PATEL, M.D., LLC
EIN 45-2031407Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
8
2 UTOPIA DRIVE - COLTS NECK, NJ 07722732-217-3236
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M 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
SAGAR Y. PATEL, M.D., LLC CASH BALANCE PLAN
CashBalance
Assets$828K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SAGAR Y. PATEL, M.D., LLC 401(K) PROFIT SHARING PLAN
401k
Assets$539K
Participants4
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 | SAGAR Y. PATEL, M.D., LLC CASH BALANCE PLAN | CashBalance | $828K | 4 | 2024 | |
| 001 | SAGAR Y. PATEL, M.D., LLC 401(K) PROFIT SHARING PLAN | 401k | $539K | 4 | 2025 |
Retirement plans