Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAYURI V. PATEL, DMD, PA
EIN 45-3359553Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$329K assets
Welfare
0
Participants
6
11573 US HWY 301 S - RIVERVIEW, FL 33569813-640-0220
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $329K assets / 6 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
MAYURI V. PATEL, DMD, PA CASH BALANCE PLAN
CashBalance
Assets$286K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MAYURI V. PATEL, DMD, PA 401(K) PROFIT SHARING PLAN
401k
Assets$44K
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 | |
|---|---|---|---|---|---|---|
| 001 | MAYURI V. PATEL, DMD, PA CASH BALANCE PLAN | CashBalance | $286K | 3 | 2024 | |
| 002 | MAYURI V. PATEL, DMD, PA 401(K) PROFIT SHARING PLAN | 401k | $44K | 3 | 2024 |
Retirement plans