Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAKOTO IWAHARA, M.D., P.C.
EIN 13-3995351medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
6
120 EAST 79TH STREET, SUITE 1C - NEW YORK, NY 10021212-879-2328LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 6 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
MAKOTO IWAHARA, M.D., P.C. PROFIT SHARING & EMPLOYEES SAVINGS PLAN
401k
Assets$3.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MAKOTO IWAHARA, M.D., P.C. RETIREMENT INCOME PLAN
TraditionalDB
Assets$1.2M
Participants3
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 | MAKOTO IWAHARA, M.D., P.C. PROFIT SHARING & EMPLOYEES SAVINGS PLAN | 401k | $3.1M | 3 | 2024 | |
| 003 | MAKOTO IWAHARA, M.D., P.C. RETIREMENT INCOME PLAN | TraditionalDB | $1.2M | 3 | 2024 |
Retirement plans