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Sponsor portfolio

DAVID ALTCHEK, MD

EIN 13-3503787-medical practice-Latest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
14
535 EAST 70TH STREET - NEW YORK, NY 10021212-606-1869LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$3.5M - 4 part#001ProfitSharing-$2.6M - 10 part

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • DEFINED BENEFIT PLAN (#002)58%
  • PROFIT SHARING PLAN (#001)42%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • DEFINED BENEFIT PLAN (#002)4
Total 14Click 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#002

DAVID ALTCHEK, MD DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DAVID ALTCHEK, MD PROFIT SHARING PLAN

ProfitSharing

Assets$2.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID ALTCHEK, MD DEFINED BENEFIT PLANTraditionalDB$3.5M42024
001DAVID ALTCHEK, MD PROFIT SHARING PLANProfitSharing$2.6M102024
Retirement plans
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