Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUMEET K. ANAND, MD, PC
EIN 46-1115818medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 14 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
SUMEET K. ANAND, MD, PC CASH BALANCE PLAN
CashBalance
Assets$961K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SUMEET K. ANAND, MD, PC 401(K) PROFIT SHARING PLAN
401k
Assets$951K
Participants8
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 | SUMEET K. ANAND, MD, PC CASH BALANCE PLAN | CashBalance | $961K | 6 | 2025 | |
| 001 | SUMEET K. ANAND, MD, PC 401(K) PROFIT SHARING PLAN | 401k | $951K | 8 | 2025 |
Retirement plans