Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NIYATI PATEL, DDS, INC.
EIN 46-4721513Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
18
550 WATER STREET, BUILDING I, SUITE 1 - SANTA CRUZ, CA 95060831-427-1660
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 18 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
NIYATI PATEL, DDS, INC. CASH BALANCE PLAN
CashBalance
Assets$914K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NIYATI PATEL, DDS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$721K
Participants11
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 | NIYATI PATEL, DDS, INC. CASH BALANCE PLAN | CashBalance | $914K | 7 | 2024 | |
| 001 | NIYATI PATEL, DDS, INC. 401(K) PROFIT SHARING PLAN | 401k | $721K | 11 | 2024 |
Retirement plans