Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASHOK R. PATEL, D.D.S.
EIN 95-4243880Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$9.7M assets
Welfare
0
Participants
19
11208 GLENOAKS BLVD - PACOIMA, CA 91331818-890-1000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.7M assets / 19 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#002
ASHOK R. PATEL, D.D.S. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ASHOK R. PATEL, D.D.S. PROFIT SHARING PLAN
ProfitSharing
Assets$3.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASHOK R. PATEL, D.D.S. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.3M | 10 | 2025 | |
| 001 | ASHOK R. PATEL, D.D.S. PROFIT SHARING PLAN | ProfitSharing | $3.4M | 9 | 2024 |
Retirement plans