Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHARMA DDS INC.
EIN 45-3184277medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
33
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 33 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
SHARMA DDS INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.7M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SHARMA DDS INC PROFIT SHARING PLAN
ProfitSharing
Assets$504K
Participants17
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 | SHARMA DDS INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.7M | 16 | 2024 | |
| 003 | SHARMA DDS INC PROFIT SHARING PLAN | ProfitSharing | $504K | 17 | 2024 |
Retirement plans