Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAYESHKUMAR I. PATEL
EIN 47-3385437Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$11.0M assets
Welfare
0
Participants
8
833 CORRIENTE POINTE DR - REDWOOD CITY, CA 94065415-254-4582
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.0M assets / 8 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#001
JAY PATEL CPA CHA PENSION PLAN
TraditionalDB
Assets$5.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAYESHKUMAR I. PATEL RETIREMENT PLAN
401k
Assets$5.2M
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 | |
|---|---|---|---|---|---|---|
| 001 | JAY PATEL CPA CHA PENSION PLAN | TraditionalDB | $5.9M | 4 | 2025 | |
| 002 | JAYESHKUMAR I. PATEL RETIREMENT PLAN | 401k | $5.2M | 4 | 2025 |
Retirement plans