Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAYRAJ J. PATEL, DMD, PLLC
EIN 46-3025690Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$744K assets
Welfare
0
Participants
11
5881 PEARL ESTATES LN - SANFORD, FL 32771813-842-5837
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $744K assets / 11 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
JAYRAJ J. PATEL, D.M.D, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$482K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAYRAJ J PATEL DMD PLLC 401K PROFIT SHARING PLAN
401k
Assets$262K
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 | JAYRAJ J. PATEL, D.M.D, PLLC CASH BALANCE PENSION PLAN | CashBalance | $482K | 3 | 2024 | |
| 001 | JAYRAJ J PATEL DMD PLLC 401K PROFIT SHARING PLAN | 401k | $262K | 8 | 2024 |
Retirement plans