Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HIRENKUMAR S. PATEL, DDS, INC.
EIN 95-3845935Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
8
2879 WATER COURSE DR - DIAMOND BAR, CA 917653657909-964-5979
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 8 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
HIRENKUMAR S. PATEL, DDS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
HIRENKUMAR S. PATEL, DDS, INC. PROFIT SHARING PLAN
401k
Assets$200K
Participants4
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 | HIRENKUMAR S. PATEL, DDS, INC. CASH BALANCE PLAN | CashBalance | $1.5M | 4 | 2025 | |
| 004 | HIRENKUMAR S. PATEL, DDS, INC. PROFIT SHARING PLAN | 401k | $200K | 4 | 2025 |
Retirement plans