Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANJEEV KOHLI, M.D., P.C.
EIN 54-2027141medical practiceLatest filing 2024
Plans
2
Retirement
2
$9.0M assets
Welfare
0
Participants
98
2200 OPITZ BOULEVARD, SUITE 335 - WOODBRIDGE, VA 22191703-824-9397LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.0M assets / 98 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
SANJEEV KOHLI, M.D. P.C. 401(K) PLAN
401k
Assets$4.8M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SANJEEV KOHLI, M.D., P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$4.2M
Participants46
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 | SANJEEV KOHLI, M.D. P.C. 401(K) PLAN | 401k | $4.8M | 52 | 2024 | |
| 004 | SANJEEV KOHLI, M.D., P.C. CASH BALANCE PENSION PLAN | CashBalance | $4.2M | 46 | 2024 |
Retirement plans