Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
YAEL HALAAS, M.D., PLLC
EIN 20-0335627medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
30
120 EAST 56TH STREET, SUITE 800 - NEW YORK, NY 10022212-688-5955drhalaas.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 30 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
YAEL HALAAS MD 401K PLAN
401k
Assets$1.2M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
YAEL HALAAS, M.D., PLLC CASH BALANCE PLAN
CashBalance
Assets$476K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YAEL HALAAS MD 401K PLAN | 401k | $1.2M | 22 | 2024 | |
| 002 | YAEL HALAAS, M.D., PLLC CASH BALANCE PLAN | CashBalance | $476K | 8 | 2024 |
Retirement plans