Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
BHARGESH P. MEHTA, MD, PA
EIN 52-2190256medical practiceLatest filing 2024
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
44
1005 PRINCE FREDERICK BLVD, SUITE 101 - PRINCE FREDERICK, MD 20678410-535-5555LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 44 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
BHARGESH P. MEHTA, MD, PA 401K PLAN
401k
Assets$4.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BHARGESH P. MEHTA, MD, PA CASH BALANCE PENSION PLAN
CashBalance
Assets$2.3M
Participants22
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 | BHARGESH P. MEHTA, MD, PA 401K PLAN | 401k | $4.4M | 22 | 2024 | |
| 002 | BHARGESH P. MEHTA, MD, PA CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 22 | 2024 |
Retirement plans