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Sponsor portfolio

AKASH MAKKAR, PLLC

EIN 82-3519322-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
22
3501 N. 24TH STREET - PHOENIX, AZ 85016502-554-0740
Plans on this EIN
2 filings
#002CashBalance-$954K - 9 part#001401k-$656K - 13 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CASH BALANCE PLAN (#002)59%
  • MAKKAR, PLLC 401(K) (#001)41%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MAKKAR, PLLC 401(K) (#001)13
  • CASH BALANCE PLAN (#002)9
Total 22Click 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

AKASH MAKKAR, PLLC CASH BALANCE PLAN

CashBalance

Assets$954K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AKASH MAKKAR, PLLC 401(K) PLAN

401k

Assets$656K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AKASH MAKKAR, PLLC CASH BALANCE PLANCashBalance$954K92024
001AKASH MAKKAR, PLLC 401(K) PLAN401k$656K132024
Retirement plans
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