Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GARY HERSKOVITS, D.D.S.
EIN 11-2671080medical practiceLatest filing 2024
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 9 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#004
GARY HERSKOVITS, D.D.S. PROFIT SHARING PLAN
401k
Assets$3.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
GARY HERSKOVITS, D.D.S. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | GARY HERSKOVITS, D.D.S. PROFIT SHARING PLAN | 401k | $3.9M | 4 | 2024 | |
| 005 | GARY HERSKOVITS, D.D.S. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.6M | 5 | 2024 |
Retirement plans