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  2. AAKAR CHOKSHI, DDS, PLLC
Sponsor portfolio

AAKAR CHOKSHI, DDS, PLLC

EIN 86-2774309-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$577K assets
Welfare
0
Participants
25
11507 GLANMIRE DRIVE - MATTHEWS, NC 28105213-590-2049
Plans on this EIN
2 filings
#002CashBalance-$409K - 8 part#001401k-$168K - 17 part

Retirement portfolio analytics

2 plans aggregated / $577K assets / 25 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • DDS, PLLC 401(K) (#001)29%
Total $577KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS, PLLC 401(K) (#001)17
  • CASH BALANCE PLAN (#002)8
Total 25Click 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

AAKAR CHOKSHI, DDS, PLLC CASH BALANCE PLAN

CashBalance

Assets$409K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AAKAR CHOKSHI, DDS, PLLC 401(K) PLAN

401k

Assets$168K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AAKAR CHOKSHI, DDS, PLLC CASH BALANCE PLANCashBalance$409K82024
001AAKAR CHOKSHI, DDS, PLLC 401(K) PLAN401k$168K172024
Retirement plans
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