Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAY CHAVDA, MD, PA
EIN 76-0152844medical practiceLatest filing 2024
Plans
2
Retirement
2
$555K assets
Welfare
0
Participants
13
7737 SOUTHWEST FREEWAY, SUITE 300 - HOUSTON, TX 77074713-724-3955LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $555K assets / 13 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
JAY CHAVDA, MD, PA CASH BALANCE PLAN
CashBalance
Assets$354K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAY CHAVDA, MD, PA 401(K) PROFIT SHARING PLAN
401k
Assets$201K
Participants10
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 | JAY CHAVDA, MD, PA CASH BALANCE PLAN | CashBalance | $354K | 3 | 2024 | |
| 001 | JAY CHAVDA, MD, PA 401(K) PROFIT SHARING PLAN | 401k | $201K | 10 | 2024 |
Retirement plans