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Sponsor portfolio

EVA J. SOKAL DDS PC

EIN 27-0121994-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$658K assets
Welfare
0
Participants
4
6863 FRESH POND RD - RIDGEWOOD, NY 113855263718-417-4544
Plans on this EIN
2 filings
#001TraditionalDB-$612K - 2 part#002401k-$46K - 2 part

Retirement portfolio analytics

2 plans aggregated / $658K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • DEFINED BENEFIT PENSION (#001)93%
  • PC 401(K) PENSION (#002)7%
Total $658KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)2
  • PC 401(K) PENSION (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EVA J. SOKAL DDS PC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$612K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EVA J. SOKAL DDS PC 401(K) PENSION PLAN

401k

Assets$46K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EVA J. SOKAL DDS PC DEFINED BENEFIT PENSION PLANTraditionalDB$612K22024
002EVA J. SOKAL DDS PC 401(K) PENSION PLAN401k$46K22024
Retirement plans
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