Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALEXANDER KATSNELSON, DMD
EIN 27-3259363Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
14
231 OLDE HALF DAY RAOD STE. A - LINCOLNSHIRE, IL 60069847-902-9922
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 14 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
ALEXANDER KATSNELSON, DMD, P.C. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$875K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALEXANDER KATSNELSON, DMD PROFIT SHARING 401(K) PLAN
401k
Assets$577K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALEXANDER KATSNELSON, DMD, P.C. CASH BALANCE PLAN AND TRUST | CashBalance | $875K | 4 | 2024 | |
| 001 | ALEXANDER KATSNELSON, DMD PROFIT SHARING 401(K) PLAN | 401k | $577K | 10 | 2024 |
Retirement plans