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  2. NISHEL PATEL, DDS, PLLC
Sponsor portfolio

NISHEL PATEL, DDS, PLLC

EIN 85-2039742-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$790K assets
Welfare
0
Participants
24
7520 ENTERPRISE AVE - GERMANTOWN, TN 38138901-751-1100
Plans on this EIN
2 filings
#001401k-$642K - 16 part#002CashBalance-$148K - 8 part

Retirement portfolio analytics

2 plans aggregated / $790K assets / 24 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PATEL, DDS 401(K) (#001)81%
  • CASH BALANCE PLAN (#002)19%
Total $790KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PATEL, DDS 401(K) (#001)16
  • CASH BALANCE PLAN (#002)8
Total 24Click 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#001

NISHEL PATEL, DDS 401(K) PLAN

401k

Assets$642K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NISHEL PATEL, DDS, PLLC CASH BALANCE PLAN

CashBalance

Assets$148K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NISHEL PATEL, DDS 401(K) PLAN401k$642K162024
002NISHEL PATEL, DDS, PLLC CASH BALANCE PLANCashBalance$148K82025
Retirement plans
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