Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID O VOLPI MD PC
EIN 13-3923884medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
20
993 PARK AVE APT 1C - NEW YORK, NY 100280922212-873-6036nycsnoringsleepapneacenter.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 20 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#004
DAVID O VOLPI MD PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
DAVID VOLPI PENSION PLAN
TraditionalDB
Assets$58K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | DAVID O VOLPI MD PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.2M | 12 | 2025 | |
| 005 | DAVID VOLPI PENSION PLAN | TraditionalDB | $58K | 8 | 2024 |
Retirement plans