Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
REUBEN E. LAMPERT, D.D.S.
EIN 13-3373142Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
8
420 RT 59 - MONSEY, NY 10952845-426-7225
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 8 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
REUBEN E. LAMPERT, D.D.S. PROFIT SHARING PLAN
ProfitSharing
Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
REUBEN E. LAMPERT, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$958K
Participants4
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 | REUBEN E. LAMPERT, D.D.S. PROFIT SHARING PLAN | ProfitSharing | $2.1M | 4 | 2025 | |
| 002 | REUBEN E. LAMPERT, D.D.S. CASH BALANCE PLAN | CashBalance | $958K | 4 | 2025 |
Retirement plans