Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
S. K. AGGARWAL, M.D., P.A.
EIN 59-3220596Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
11
5522 TROUBLE CREEK ROAD, SUITE 100 - NEW PORT RICHEY, FL 34652727-942-8050
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M 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#003
S. K. AGGARWAL, M. D. , P. A. CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
S. K. AGGARWAL, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | S. K. AGGARWAL, M. D. , P. A. CASH BALANCE PLAN | CashBalance | $3.1M | 5 | 2025 | |
| 001 | S. K. AGGARWAL, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.0M | 6 | 2025 |
Retirement plans