Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VIKAS PATEL CPA & ASSOCIATES
EIN 75-0552138Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$691K assets
Welfare
0
Participants
11
12920 DAIRY ASHFORD RD., SUITE 120 - SUGAR LAND, TX 77478281-328-1976
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $691K assets / 11 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
VIKAS PATEL CPA & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$550K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VIKAS PATEL CPA & ASSOCIATES 401(K) PLAN
401k
Assets$141K
Participants7
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 | VIKAS PATEL CPA & ASSOCIATES CASH BALANCE PLAN | CashBalance | $550K | 4 | 2024 | |
| 001 | VIKAS PATEL CPA & ASSOCIATES 401(K) PLAN | 401k | $141K | 7 | 2024 |
Retirement plans