Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUNIL PATEL, D.O., INC.
EIN 45-3139093Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
16
P. O. BOX 1868 - VICTORVILLE, CA 92393760-617-6109
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 16 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#001
SUNIL PATEL, D.O., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUNIL PATEL, D.O., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$878K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUNIL PATEL, D.O., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.0M | 7 | 2024 | |
| 002 | SUNIL PATEL, D.O., INC. 401(K) PROFIT SHARING PLAN | 401k | $878K | 9 | 2024 |
Retirement plans