Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANJIV GUPTA, M.D., P.S.C.
EIN 61-1351718medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
36
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 36 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
SANJIV GUPTA, M.D., P.S.C. 401(K) PROFIT SHARING PLAN
401k
Assets$2.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SANJIV GUPTA, M.D., P.S.C. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants16
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 | SANJIV GUPTA, M.D., P.S.C. 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 20 | 2024 | |
| 002 | SANJIV GUPTA, M.D., P.S.C. CASH BALANCE PLAN | CashBalance | $2.0M | 16 | 2025 |
Retirement plans