Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
MoneyPurchase
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IZAK HERSCHITZ MD PC EMPLOYEES PROFIT SHARING PLAN | ProfitSharing | $1.0M | 2 | 2025 | |
| 002 | IZAK HERSCHITZ MD PC EMPLOYEES MONEY PURCHASE PLAN | MoneyPurchase | $337K | 2 | 2025 |