Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOWARD JAY KAPLAN, MD, PC
EIN 13-3954402Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
39
94 PINE STREET - POUGHKEEPSIE, NY 126013942845-454-3030
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.8M assets / 39 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
HOWARD JAY KAPLAN, MD, PC 401K PROFIT SHARING PLAN
401k
Assets$4.9M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HOWARD JAY KAPLAN, MD, PC CASH BALANCE PLAN
CashBalance
Assets$3.9M
Participants19
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 | HOWARD JAY KAPLAN, MD, PC 401K PROFIT SHARING PLAN | 401k | $4.9M | 20 | 2024 | |
| 002 | HOWARD JAY KAPLAN, MD, PC CASH BALANCE PLAN | CashBalance | $3.9M | 19 | 2024 |
Retirement plans