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  2. ANISH GUPTA, DDS, PLLC
Sponsor portfolio

ANISH GUPTA, DDS, PLLC

EIN 85-1354638-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$222K assets
Welfare
0
Participants
10
30770 LYON CENTER DR - NEW HUDSON, MI 48165248-422-1555
Plans on this EIN
2 filings
#002CashBalance-$111K - 3 part#001401k-$110K - 7 part

Retirement portfolio analytics

2 plans aggregated / $222K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • CASH BALANCE PLAN (#002)50%
  • 401(K) RETIREMENT PLAN (#001)50%
Total $222KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)7
  • CASH BALANCE PLAN (#002)3
Total 10Click 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

ANISH GUPTA, DDS, PLLC CASH BALANCE PLAN

CashBalance

Assets$111K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ANISH GUPTA, DDS, PLLC 401(K) RETIREMENT PLAN

401k

Assets$110K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANISH GUPTA, DDS, PLLC CASH BALANCE PLANCashBalance$111K32024
001ANISH GUPTA, DDS, PLLC 401(K) RETIREMENT PLAN401k$110K72024
Retirement plans
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