Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERNARD N. ROTHMAN, DDS PA
EIN 22-2260142Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$7.6M assets
Welfare
0
Participants
31
1335 WEST TABOR ROAD, #307 - PHILADELPHIA, PA 191413041215-224-7757
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.6M assets / 31 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
BERNARD N. ROTHMAN, DDS, PA 401K PROFIT SHARING PLAN
401k
Assets$5.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERNARD N. ROTHMAN, DDS PA CASH BALANCE PENSION PLAN
CashBalance
Assets$1.9M
Participants16
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 | BERNARD N. ROTHMAN, DDS, PA 401K PROFIT SHARING PLAN | 401k | $5.7M | 15 | 2024 | |
| 002 | BERNARD N. ROTHMAN, DDS PA CASH BALANCE PENSION PLAN | CashBalance | $1.9M | 16 | 2024 |
Retirement plans