Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
ATUL M. PATEL, B.D.S., INC.
EIN 94-3181809Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
22
27206 CALAROGA AVE., SUITE 216 - HAYWARD, CA 94545510-782-7821
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 22 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#003
ATUL M. PATEL, B.D.S., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ATUL M. PATEL, B.D.S., INC. CASH BALANCE PLAN II
CashBalance
Assets$1.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ATUL M. PATEL, B.D.S., INC. 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 12 | 2025 | |
| 004 | ATUL M. PATEL, B.D.S., INC. CASH BALANCE PLAN II | CashBalance | $1.6M | 10 | 2025 |
Retirement plans