Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IRA BERGMAN, M.D.
EIN 13-3977081medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
10
1160 PARK AVENUE, SUITE 1E - NEW YORK, NY 101281212212-289-4128LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 10 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
IRA BERGMAN, M. D. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IRA BERGMAN, M. D. 401(K) PROFIT SHARING PLAN
401k
Assets$607K
Participants5
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 | IRA BERGMAN, M. D. DEFINED BENEFIT PENSION PLAN | CashBalance | $2.1M | 5 | 2024 | |
| 002 | IRA BERGMAN, M. D. 401(K) PROFIT SHARING PLAN | 401k | $607K | 5 | 2024 |
Retirement plans