Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY M. RUBIN, O.D., P.C.
EIN 13-3196220medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 14 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 M. RUBIN, O.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEFFREY M. RUBIN, O.D., P.C. PROFIT SHARING PLAN
401k
Assets$1.8M
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 | |
|---|---|---|---|---|---|---|
| 002 | JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN | CashBalance | $2.2M | 5 | 2025 | |
| 001 | JEFFREY M. RUBIN, O.D., P.C. PROFIT SHARING PLAN | 401k | $1.8M | 9 | 2025 |
Retirement plans