Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
HARISH KOOLWAL, M.D., P.A
EIN 74-2970742Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$691K assets
Welfare
0
Participants
9
214 W. SAM HOUSTON BLVD. - PHARR, TX 78577956-994-1177
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $691K assets / 9 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#002
HARISH & SAVITA KOOLWAL, M.D. 401(K) PLAN
401k
Assets$691K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HARISH & SAVITA KOOLWAL, M.D. CASH BALANCE PLAN
CashBalance
Assets$115
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HARISH & SAVITA KOOLWAL, M.D. 401(K) PLAN | 401k | $691K | 4 | 2025 | |
| 003 | HARISH & SAVITA KOOLWAL, M.D. CASH BALANCE PLAN | CashBalance | $115 | 5 | 2024 |
Retirement plans