Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY F. ZWERLING, M.D. P.C.
EIN 11-3022625medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 20 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
JEFFREY F. ZWERLING, M.D. P.C. RETIREMENT PLAN - PROFIT SHARING
401k
Assets$2.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY F. ZWERLING M.D. P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.3M
Participants9
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 | JEFFREY F. ZWERLING, M.D. P.C. RETIREMENT PLAN - PROFIT SHARING | 401k | $2.9M | 11 | 2025 | |
| 002 | JEFFREY F. ZWERLING M.D. P.C. CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 9 | 2025 |
Retirement plans