Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
TRIVEDI MD, LLC
EIN 83-1441069Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
15
16 N. CARPENTER STREET, UNIT 4S - CHICAGO, IL 60607630-396-0330
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 15 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
TRIVEDI MD, LLC CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TRIVEDI MD, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$529K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRIVEDI MD, LLC CASH BALANCE PENSION PLAN & TRUST | CashBalance | $1.4M | 5 | 2024 | |
| 001 | TRIVEDI MD, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $529K | 10 | 2024 |
Retirement plans