Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID WEINSTEIN, D.M.D., P.C.
EIN 13-3961834medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
37
136 EAST 64TH STREET, SUITE 1C - NEW YORK, NY 10065212-980-2800LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 37 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#003
DAVID WEINSTEIN, D.M.D., P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$936K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DAVID WEINSTEIN, D.M.D., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$402K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DAVID WEINSTEIN, D.M.D., P.C. DEFINED BENEFIT PLAN | TraditionalDB | $936K | 19 | 2024 | |
| 004 | DAVID WEINSTEIN, D.M.D., P.C. 401(K) PROFIT SHARING PLAN | 401k | $402K | 18 | 2024 |
Retirement plans