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Sponsor portfolio

NIRUPAMA P PATEL

EIN 76-0066501-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
12
415 E 4TH ST - ALICE, TX 783324727361-739-4963
Plans on this EIN
2 filings
#002MoneyPurchase-$1.1M - 6 part#001MoneyPurchase-$944K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • NIRUPAMA P PATEL (#002)54%
  • NIRUPAMA P PATEL (#001)46%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NIRUPAMA P PATEL (#002)6
  • NIRUPAMA P PATEL (#001)6
Total 12Click 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

NIRUPAMA P PATEL

MoneyPurchase

Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NIRUPAMA P PATEL

MoneyPurchase

Assets$944K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NIRUPAMA P PATELMoneyPurchase$1.1M62024
001NIRUPAMA P PATELMoneyPurchase$944K62024
Retirement plans
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