Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
SEJAL G. PATEL, DDS PC
EIN 47-4358358Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
19
1740 MEDITERRANEAN DRIVE, SUITE 101 - SYCAMORE, IL 60178815-758-4797
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 19 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
SEJAL G. PATEL, DDS PC CASH BALANCE PLAN AND TRUST
CashBalance
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SEJAL G. PATEL, DDS PC PROFIT SHARING 401(K) PLAN AND TRUST
401k
Assets$794K
Participants12
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 | SEJAL G. PATEL, DDS PC CASH BALANCE PLAN AND TRUST | CashBalance | $1.3M | 7 | 2024 | |
| 002 | SEJAL G. PATEL, DDS PC PROFIT SHARING 401(K) PLAN AND TRUST | 401k | $794K | 12 | 2025 |
Retirement plans