Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHEILA K. SHAH, D.M.D., L.L.C.
EIN 58-2496142Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
11
103 JENNIFER WAY - COPPELL, TX 75019478-757-8714
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 11 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
SHEILA K. SHAH, DMD, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHEILA K. SHAH, D.M.D., L.L.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$583K
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 | SHEILA K. SHAH, DMD, LLC 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 7 | 2025 | |
| 002 | SHEILA K. SHAH, D.M.D., L.L.C. CASH BALANCE PENSION PLAN | CashBalance | $583K | 4 | 2025 |
Retirement plans