Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOEL I. HELLER, D.M.D.
EIN 11-2519754Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
6
66 LINCOLN CT - ROCKVILLE CENTRE, NY 115705777516-764-6339
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 6 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
JOEL I. HELLER, D.M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOEL I. HELLER, D.M.D. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.3M
Participants3
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 | JOEL I. HELLER, D.M.D. 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 3 | 2025 | |
| 001 | JOEL I. HELLER, D.M.D. DEFINED BENEFIT PLAN | TraditionalDB | $1.3M | 3 | 2025 |
Retirement plans