Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY JOSEF, M.D.
EIN 13-3672356medical practiceLatest filing 2024
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
43
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 43 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 JOSEF, M.D. DEFINED BENEFIT PLAN
TraditionalDB
Assets$6.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JEFFREY JOSEF, M.D. MONEY PURCHASE PLAN
MoneyPurchase
Assets$2.0M
Participants26
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 JOSEF, M.D. DEFINED BENEFIT PLAN | TraditionalDB | $6.5M | 17 | 2024 | |
| 001 | JEFFREY JOSEF, M.D. MONEY PURCHASE PLAN | MoneyPurchase | $2.0M | 26 | 2024 |
Retirement plans