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  2. DAVID GORDON DPM, PC
Sponsor portfolio

DAVID GORDON DPM, PC

EIN 27-1678522-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
13
224 BEACH 20TH STREET - FAR ROCKAWAY, NY 11691718-327-3968LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001CashBalance-$1.7M - 7 part#002ProfitSharing-$308K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • CASH BALANCE PLAN (#001)85%
  • PROFIT SHARING PLAN (#002)15%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)7
  • PROFIT SHARING PLAN (#002)6
Total 13Click 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

DAVID GORDON DPM, PC CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVID GORDON DPM, PC PROFIT SHARING PLAN

ProfitSharing

Assets$308K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVID GORDON DPM, PC CASH BALANCE PLANCashBalance$1.7M72024
002DAVID GORDON DPM, PC PROFIT SHARING PLANProfitSharing$308K62024
Retirement plans
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