PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JOEL J. KASSIMIR
Sponsor portfolio

JOEL J. KASSIMIR

EIN 13-3175043-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
43
105 EAST 90TH STREET - NEW YORK, NY 10128212-876-3319LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#003401k-$2.2M - 22 part#001ProfitSharing-$517K - 21 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 43 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • J. KASSIMIR 401(K) (#003)81%
  • PLAN & TRUST (#001)19%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • J. KASSIMIR 401(K) (#003)22
  • PLAN & TRUST (#001)21
Total 43Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JOEL J. KASSIMIR 401(K) PLAN

401k

Assets$2.2M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOEL J. KASSIMIR PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$517K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JOEL J. KASSIMIR 401(K) PLAN401k$2.2M222025
001JOEL J. KASSIMIR PROFIT SHARING PLAN & TRUSTProfitSharing$517K212025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica