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Sponsor portfolio

HARPREET SEKHON A PROFESSIONAL VETERINARY CORPORATION

EIN 81-3770885-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$483K assets
Welfare
0
Participants
24
1147 REGATTA POINT - HERCULES, CA 94547530-533-7513
Plans on this EIN
2 filings
#002TraditionalDB-$270K - 12 part#001401k-$212K - 12 part

Retirement portfolio analytics

2 plans aggregated / $483K assets / 24 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN & TRUST (#002)56%
  • PLAN & TRUST (#001)44%
Total $483KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)12
  • PLAN & TRUST (#001)12
Total 24Click 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

HARPREET SEKHON PROFESSIONAL VETERINARY CORPORATION DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$270K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

HARPREET SEKHON PROFESSIONAL VETERINARY CORPORATION 401(K) PLAN & TRUST

401k

Assets$212K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HARPREET SEKHON PROFESSIONAL VETERINARY CORPORATION DEFINED BENEFIT PLAN & TRUSTTraditionalDB$270K122024
001HARPREET SEKHON PROFESSIONAL VETERINARY CORPORATION 401(K) PLAN & TRUST401k$212K122024
Retirement plans
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