Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY S. RUBIN, M.D.
EIN 11-3276347medical practiceLatest filing 2025
Plans
2
Retirement
2
$12.2M assets
Welfare
0
Participants
35
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 35 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
JEFFREY S. RUBIN, M.D. DEFINED BENEFIT PLAN
TraditionalDB
Assets$6.4M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEFFREY S. RUBIN, M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$5.8M
Participants21
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 | JEFFREY S. RUBIN, M.D. DEFINED BENEFIT PLAN | TraditionalDB | $6.4M | 14 | 2025 | |
| 001 | JEFFREY S. RUBIN, M.D. 401(K) PROFIT SHARING PLAN | 401k | $5.8M | 21 | 2025 |
Retirement plans