Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GAURI A. BHAGWAT, DDS, INC.
EIN 81-4435459medical practiceLatest filing 2025
Plans
2
Retirement
2
$667K assets
Welfare
0
Participants
9
5150 GRAVES AVENUE, SUITE 11G - SAN JOSE, CA 95129408-725-0335bhagwatdental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $667K assets / 9 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
GAURI A. BHAGWAT, DDS 401(K) PLAN
401k
Assets$583K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GAURI A. BHAGWAT, DDS, INC. CASH BALANCE PLAN
CashBalance
Assets$84K
Participants3
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 | GAURI A. BHAGWAT, DDS 401(K) PLAN | 401k | $583K | 6 | 2025 | |
| 002 | GAURI A. BHAGWAT, DDS, INC. CASH BALANCE PLAN | CashBalance | $84K | 3 | 2025 |
Retirement plans