Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALEX M. GREENBERG, DDS, PC
EIN 01-0595260medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
16
18 EAST 48TH STREET, SUITE 1702 - NEW YORK, NY 100171014212-319-9700dralexgreenberg.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 16 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
ALEX M. GREENBERG DDS PC PROFIT SHARING PLAN
401k
Assets$2.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALEX M. GREENBERG DDS PC CASH BALANCE PENSION PLAN
CashBalance
Assets$337K
Participants8
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 | ALEX M. GREENBERG DDS PC PROFIT SHARING PLAN | 401k | $2.6M | 8 | 2024 | |
| 002 | ALEX M. GREENBERG DDS PC CASH BALANCE PENSION PLAN | CashBalance | $337K | 8 | 2024 |
Retirement plans