Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAKSHMY SUDEEP, D.D.S., INC., A P.C.
EIN 74-3253941medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
14
6950 SANTA TERESA BLVD., SUITE D - SAN JOSE, CA 95119408-225-4158LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 14 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
LAKSHMY SUDEEP, D.D.S., INC., A P.C. PROFIT SHARING 401(K) PLAN
401k
Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAKSHMY SUDEEP, D.D.S., INC., A P.C. CASH BALANCE PLAN
CashBalance
Assets$237K
Participants6
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 | LAKSHMY SUDEEP, D.D.S., INC., A P.C. PROFIT SHARING 401(K) PLAN | 401k | $1.6M | 8 | 2024 | |
| 002 | LAKSHMY SUDEEP, D.D.S., INC., A P.C. CASH BALANCE PLAN | CashBalance | $237K | 6 | 2024 |
Retirement plans