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Sponsor portfolio

MONA PATEL MD LLC

EIN 56-2597235-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$774K assets
Welfare
0
Participants
4
466 OLD HOOK ROAD, SUITE #30 - EMERSON, NJ 07630201-599-9700
Plans on this EIN
2 filings
#002CashBalance-$710K - 2 part#001401k-$64K - 2 part

Retirement portfolio analytics

2 plans aggregated / $774K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • CASH BALANCE PLAN (#002)92%
  • MD LLC 401(K) (#001)8%
Total $774KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • MD LLC 401(K) (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MONA PATEL MD LLC CASH BALANCE PLAN

CashBalance

Assets$710K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MONA PATEL MD LLC 401(K) PLAN

401k

Assets$64K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MONA PATEL MD LLC CASH BALANCE PLANCashBalance$710K22024
001MONA PATEL MD LLC 401(K) PLAN401k$64K22024
Retirement plans
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