Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MITAL PATEL DDS, INC.
EIN 82-1505089Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
33
2561 3RD STREET STE#B - CERES, CA 95307209-538-9297
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 33 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
MITAL PATEL DDS, INC. PENSION PLAN
CashBalance
Assets$933K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MITAL PATEL DDS INC RETIREMENT PLAN
401k
Assets$855K
Participants23
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 | MITAL PATEL DDS, INC. PENSION PLAN | CashBalance | $933K | 10 | 2024 | |
| 001 | MITAL PATEL DDS INC RETIREMENT PLAN | 401k | $855K | 23 | 2024 |
Retirement plans