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  2. ANAND CHOLIA, MD PA
Sponsor portfolio

ANAND CHOLIA, MD PA

EIN 74-3228507-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
28
2106 N MIDLAND DR STE. 102 - MIDLAND, TX 79707432-978-1164LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.4M - 13 part#001401k-$596K - 15 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#002)80%
  • PROFIT SHARING PLAN (#001)20%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)15
  • CASH BALANCE PLAN (#002)13
Total 28Click 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

CHOLIA-DESAI CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CHOLIA-DESAI 401(K) PROFIT SHARING PLAN

401k

Assets$596K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHOLIA-DESAI CASH BALANCE PLANCashBalance$2.4M132024
001CHOLIA-DESAI 401(K) PROFIT SHARING PLAN401k$596K152024
Retirement plans
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