Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TEJAS PATEL DDS- DOWNTOWN PLLC
EIN 45-4338707medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 15 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
TEJAS PATEL DDS- DOWNTOWN PLLC CASH BALANCE PLAN
CashBalance
Assets$699K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TEJAS PATEL DDS- DOWNTOWN PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$496K
Participants7
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 | TEJAS PATEL DDS- DOWNTOWN PLLC CASH BALANCE PLAN | CashBalance | $699K | 8 | 2025 | |
| 001 | TEJAS PATEL DDS- DOWNTOWN PLLC 401(K) PROFIT SHARING PLAN | 401k | $496K | 7 | 2025 |
Retirement plans