Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
HARTEJ S. SOOD, DDS, PC
EIN 87-4099764medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
10
2551 N. CLARK STREET, SUITE 600 - CHICAGO, IL 60614773-327-0011drsood.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 10 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
HARTEJ S. SOOD, DDS, PC 401(K) PLAN
401k
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HARTEJ S. SOOD, DDS, PC CASH BALANCE PLAN
CashBalance
Assets$552K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARTEJ S. SOOD, DDS, PC 401(K) PLAN | 401k | $1.2M | 5 | 2024 | |
| 002 | HARTEJ S. SOOD, DDS, PC CASH BALANCE PLAN | CashBalance | $552K | 5 | 2024 |
Retirement plans