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Sponsor portfolio

HERBERT S SMITH DMD PC

EIN 13-3891063-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$45K assets
Welfare
0
Participants
6
396 FOREST AVENUE - NEW ROCHELLE, NY 10804914-636-8144
Plans on this EIN
2 filings
#002MoneyPurchase-$24K - 3 part#001ProfitSharing-$21K - 3 part

Retirement portfolio analytics

2 plans aggregated / $45K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • SMITH DMD PC (#002)54%
  • SMITH DMD PC (#001)46%
Total $45KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SMITH DMD PC (#002)3
  • SMITH DMD PC (#001)3
Total 6Click 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

HERBERT S SMITH DMD PC

MoneyPurchase

Assets$24K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HERBERT S SMITH DMD PC

ProfitSharing

Assets$21K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HERBERT S SMITH DMD PCMoneyPurchase$24K32024
001HERBERT S SMITH DMD PCProfitSharing$21K32024
Retirement plans
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