Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KARAN S. BHALLA, MD PLLC
EIN 45-4604434medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
64
13009 GULF COMMERCE DRIVE SUITE 100 - HOUSTON, TX 77034713-943-2800LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 64 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
ORION MEDICAL 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$2.3M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ORION MEDICAL CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants32
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 | ORION MEDICAL 401(K) RETIREMENT SAVINGS PLAN | 401k | $2.3M | 32 | 2024 | |
| 002 | ORION MEDICAL CASH BALANCE PLAN | CashBalance | $1.2M | 32 | 2024 |
Retirement plans