Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
PATEL KINJAL DENTAL, INC.
EIN 82-1106807Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
24
181 E. TASMAN DR. STE 60 - SAN JOSE, CA 95134408-901-0101
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 24 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
PATEL KINJAL DENTAL, INC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$907K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PATEL KINJAL DENTAL, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$186K
Participants12
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 | PATEL KINJAL DENTAL, INC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $907K | 12 | 2024 | |
| 001 | PATEL KINJAL DENTAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $186K | 12 | 2024 |
Retirement plans