Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JONATHAN HEISTEIN, M.D., P.A.
EIN 26-2879821medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
19
800 8TH AVE., STE. 400 - FORT WORTH, TX 76104817-820-0000drheistein.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 19 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
JONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN
401k
Assets$1.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JONATHAN HEISTEIN, M.D., P.A. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.7M
Participants12
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 | JONATHAN HEISTEIN, M.D., P.A. 401(K) PLAN | 401k | $1.8M | 7 | 2024 | |
| 002 | JONATHAN HEISTEIN, M.D., P.A. CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 12 | 2024 |
Retirement plans