Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAGAR M SHAH DENTIST PC CASH BALANCE PLAN | CashBalance | $478K | 6 | 2025 | |
| 002 | SAGAR M SHAH DENTIST PC PROFIT SHARING PLAN | ProfitSharing | $26K | 6 | 2025 |