Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
DREW A. SHULMAN, D.M.D., P.C.
EIN 23-2814394medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 17 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
DREW A. SHULMAN, D.M.D., P.C. PROFIT SHARING PLAN & TRUST
401k
Assets$4.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DREW A. SHULMAN, D.M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants9
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 | DREW A. SHULMAN, D.M.D., P.C. PROFIT SHARING PLAN & TRUST | 401k | $4.4M | 8 | 2025 | |
| 002 | DREW A. SHULMAN, D.M.D., P.C. CASH BALANCE PLAN | CashBalance | $1.9M | 9 | 2025 |
Retirement plans