Assets by plan
Share of aggregate retirement assets
63%top
Filings through .
Sponsor portfolio
Ross Cooperman, M.D., L.L.C.
EIN 27-2974893medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 7 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
ROSS COOPERMAN, M.D., L.L.C. CASH BALANCE PLAN
Cash balance
Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ROSS COOPERMAN, M.D., L.L.C. 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$1.2M
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 | ROSS COOPERMAN, M.D., L.L.C. CASH BALANCE PLAN | Cash balance | $2.1M | 3 | 2025 | |
| 001 | ROSS COOPERMAN, M.D., L.L.C. 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $1.2M | 4 | 2025 |
Retirement plans