Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUJATA S. BALULAD, MD, PA
EIN 83-2146795medical practiceLatest filing 2025
Plans
3
Retirement
3
$583K assets
Welfare
0
Participants
14
1095 HIGHWAY A1A, UNIT #2201 - SATELLITE BEACH, FL 32937352-478-0010LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $583K assets / 14 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#001
SUJATA S. BALULAD, MD, PA 401(K) PLAN
401k
Assets$376K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUJATA S. BALULAD, MD, PA CASH BALANCE PLAN
CashBalance
Assets$188K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#099
SUJATA S. BALULAD, MD, PA PROFIT SHARING PLAN
ProfitSharing
Assets$19K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUJATA S. BALULAD, MD, PA 401(K) PLAN | 401k | $376K | 5 | 2024 | |
| 002 | SUJATA S. BALULAD, MD, PA CASH BALANCE PLAN | CashBalance | $188K | 5 | 2025 | |
| 099 | SUJATA S. BALULAD, MD, PA PROFIT SHARING PLAN | ProfitSharing | $19K | 4 | 2024 |
Retirement plans