Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHUBHA SHETTY MD PA
EIN 46-1558052Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$659K assets
Welfare
0
Participants
7
4502 RIVERSTONE BLVD, STE 1003 - MISSOURI CITY, TX 77459281-778-9420
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $659K assets / 7 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
SHUBHA SHETTY MD PA CASH BALANCE PLAN
CashBalance
Assets$538K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SHUBHA SHETTY MD PA 401(K) PROFIT SHARING PLAN
401k
Assets$121K
Participants4
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 | SHUBHA SHETTY MD PA CASH BALANCE PLAN | CashBalance | $538K | 3 | 2024 | |
| 001 | SHUBHA SHETTY MD PA 401(K) PROFIT SHARING PLAN | 401k | $121K | 4 | 2024 |
Retirement plans