Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN BERKOWITZ, DDS
EIN 13-3506601medical practiceLatest filing 2025
Plans
2
Retirement
2
$852K assets
Welfare
0
Participants
3
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $852K assets / 3 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
STEVEN BERKOWITZ, D.D.S. PROFIT SHARING PLAN
ProfitSharing
Assets$624K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. STEVEN BERKOWITZ PENSION PLAN
MoneyPurchase
Assets$228K
Participants1
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 | STEVEN BERKOWITZ, D.D.S. PROFIT SHARING PLAN | ProfitSharing | $624K | 2 | 2025 | |
| 002 | DR. STEVEN BERKOWITZ PENSION PLAN | MoneyPurchase | $228K | 1 | 2025 |
Retirement plans