Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
PAUL HERTZ DMD, LLC
EIN 26-2961792Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
8
6011 RIVERDALE AVENUE - BRONX, NY 10471914-329-9938
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 8 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
PAUL HERTZ DMD, LLC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PAUL HERTZ DMD, LLC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$299K
Participants4
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 | PAUL HERTZ DMD, LLC CASH BALANCE PLAN | CashBalance | $1.0M | 4 | 2025 | |
| 001 | PAUL HERTZ DMD, LLC 401K PROFIT SHARING PLAN AND TRUST | 401k | $299K | 4 | 2025 |
Retirement plans