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Sponsor portfolio

ARTI BHANDARI DDS INC

EIN 46-4449211-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$901K assets
Welfare
0
Participants
5
1400 SANTA RITA ROAD, SUITE D - PLEASANTON, CA 94566323-327-5984
Plans on this EIN
2 filings
#002CashBalance-$752K - 2 part#001401k-$149K - 3 part

Retirement portfolio analytics

2 plans aggregated / $901K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CASH BALANCE PENSION (#002)83%
  • INC RETIREMENT PLAN (#001)17%
Total $901KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC RETIREMENT PLAN (#001)3
  • CASH BALANCE PENSION (#002)2
Total 5Click 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#002

ARTI BHANDARI DDS INC CASH BALANCE PENSION PLAN

CashBalance

Assets$752K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ARTI BHANDARI DDS INC RETIREMENT PLAN

401k

Assets$149K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ARTI BHANDARI DDS INC CASH BALANCE PENSION PLANCashBalance$752K22024
001ARTI BHANDARI DDS INC RETIREMENT PLAN401k$149K32024
Retirement plans
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