Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
JEFFREY L. ROCKMORE, M.D., P.C.
EIN 22-3802377Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
14
15 OLD LOUDON ROAD - LATHAM, NY 12110518-441-6422
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 14 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#002
JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST
CashBalance
Assets$892K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$683K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST | CashBalance | $892K | 8 | 2024 | |
| 001 | JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $683K | 6 | 2024 |
Retirement plans