PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ZHANG MEDICAL P.C. CENTER
Sponsor portfolio

ZHANG MEDICAL P.C. CENTER

EIN 13-4199700-medical practice-Latest filing 2024
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
269
4 COLUMBUS CIRCLE, 4TH FLOOR - NEW YORK, NY 10019212-517-7676LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$3.8M - 247 part#001TraditionalDB-$3.3M - 22 part

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 269 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PROFIT SHARING PLAN (#002)53%
  • DEFINED BENEFIT PLAN (#001)47%
Total $7.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • MUTUAL OF AMERICA SEC. CORP LLC53%
  • (Not disclosed)47%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)247
  • DEFINED BENEFIT PLAN (#001)22
Total 269Click 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#002

ZHANG MEDICAL P.C. PROFIT SHARING PLAN

401k

Assets$3.8M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ZHANG MEDICAL P.C. DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ZHANG MEDICAL P.C. PROFIT SHARING PLAN401k$3.8M2472024
001ZHANG MEDICAL P.C. DEFINED BENEFIT PLANTraditionalDB$3.3M222024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica