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Sponsor portfolio

RAHUL L. PATEL, MD

EIN 68-0486651-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
19
1148 NORMAN DRIVE SUITE 4 - MANTECA, CA 95336209-825-1660LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$3.4M - 7 part#001401k-$864K - 12 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLAN & TRUST (#002)80%
  • PLAN AND TRUST (#001)20%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)12
  • PLAN & TRUST (#002)7
Total 19Click 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

RAHUL L. PATEL, MD PENSION PLAN & TRUST

TraditionalDB

Assets$3.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RAHUL L. PATEL, MD 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$864K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RAHUL L. PATEL, MD PENSION PLAN & TRUSTTraditionalDB$3.4M72024
001RAHUL L. PATEL, MD 401(K) PROFIT SHARING PLAN AND TRUST401k$864K122024
Retirement plans
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