How big is Navin Mehta, M.D., P.C.'s plan?

Navin Mehta, M.D., P.C.'s plan reported $6.2M in assets and 4 participants for 2024.

Original filing (PDF)20250730084844NAL0005197888001

Navin Mehta, M.D., P.C.

Name: Navin Mehta, M.D., P.C. — Navin Mehta, M.D., P.C., Form 5500 (2024)
Creator: Navin Mehta, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Navin Mehta, M.D., P.C. Retirement Trust

Defined-contribution retirement plan · Navin Mehta, M.D., P.C.'s Navin Mehta, M.D., P.C. Retirement Trust held $6.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

Navin Mehta, M.D., P.C.'s EIN is 13-3362126.

EIN 13-3362126

Plan number 001

Plan year 2024

ACK ID 20250730084844NAL0005197888001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Navin Mehta, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Navin Mehta, M.D., P.C.'s plan includes profit-sharing.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

NAVIN MEHTA, M.D., P.C.

EIN

all filings

Address

303 2ND AVENUE, SUITE 10 · NEW YORK, NY · 10003

Phone

(212) 505-8925

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator