Assets by plan
Share of aggregate retirement assets
57%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VINAY PATEL, M.D., P.A. 401(K) PLAN | 401k | $3.7M | 16 | 2025 | |
| 004 | VINAY PATEL, M.D., P.A. CASH BALANCE PLAN | CashBalance | $2.8M | 12 | 2025 |