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Sponsor portfolio

NAMRATA M.PATEL PLLC PATEL

EIN 45-5082857-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
2
1508 CAMINO LAGO - IRVING, TX 75039972-800-0445
Plans on this EIN
2 filings
#001ProfitSharing-$999K - 1 part#002401k-$499K - 1 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 2 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • DEFINED BENEFIT PLAN (#001)67%
  • PATEL, PLLC 401(K) (#002)33%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)1
  • PATEL, PLLC 401(K) (#002)1
Total 2Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NAMRATA M. PATEL, PLLC DEFINED BENEFIT PLAN

ProfitSharing

Assets$999K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NAMRATA M. PATEL, PLLC 401(K) PLAN

401k

Assets$499K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NAMRATA M. PATEL, PLLC DEFINED BENEFIT PLANProfitSharing$999K12025
002NAMRATA M. PATEL, PLLC 401(K) PLAN401k$499K12025
Retirement plans
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