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Sponsor portfolio

HITESH C PATEL, M.D. A.P.C.

EIN 46-4414103-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
24
557 S PERALTA HILLS DR - ANAHEIM, CA 92807714-974-9609
Plans on this EIN
2 filings
#001TraditionalDB-$3.3M - 9 part#002401k-$347K - 15 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PATEL DB PLAN (#001)90%
  • PROFIT SHARING PLAN (#002)10%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)15
  • PATEL DB PLAN (#001)9
Total 24Click 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

HITESH C PATEL DB PLAN

TraditionalDB

Assets$3.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HITESH PATEL MD PROFIT SHARING PLAN

401k

Assets$347K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HITESH C PATEL DB PLANTraditionalDB$3.3M92025
002HITESH PATEL MD PROFIT SHARING PLAN401k$347K152024
Retirement plans
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