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Sponsor portfolio

GERSTENFELD & GERSTENFELD, MD, PC

EIN 13-4067053-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$10.3M assets
Welfare
0
Participants
70
4299 HYLAN BLVD - STATEN ISLAND, NY 10312718-984-7616
Plans on this EIN
2 filings
#001401k-$6.7M - 38 part#002CashBalance-$3.6M - 32 part

Retirement portfolio analytics

2 plans aggregated / $10.3M assets / 70 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING PLAN (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $10.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)38
  • CASH BALANCE PLAN (#002)32
Total 70Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GERSTENFELD & GERSTENFELD, MD, PC PROFIT SHARING PLAN

401k

Assets$6.7M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GERSTENFELD & GERSTENFELD, MD, PC CASH BALANCE PLAN

CashBalance

Assets$3.6M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GERSTENFELD & GERSTENFELD, MD, PC PROFIT SHARING PLAN401k$6.7M382025
002GERSTENFELD & GERSTENFELD, MD, PC CASH BALANCE PLANCashBalance$3.6M322024
Retirement plans
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