PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DR. ALBIN & ASSOCIATES
Sponsor portfolio

DR. ALBIN & ASSOCIATES

EIN 27-3205316-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
6
9 RIDGE DRIVE EAST - GREAT NECK, NY 11021516-415-2050
Plans on this EIN
2 filings
#001401k-$1.8M - 3 part#002CashBalance-$299K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • DR. ALBIN 401(K) (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DR. ALBIN 401(K) (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click 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

DR. ALBIN 401(K)

401k

Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DR. ALBIN & ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$299K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DR. ALBIN 401(K)401k$1.8M32025
002DR. ALBIN & ASSOCIATES CASH BALANCE PLANCashBalance$299K32025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica