Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JORDAN D. METZL, MD, PC
EIN 27-3999456Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
10
430 EAST 63RD STREET, #7I - NEW YORK, NY 10065212-606-1678
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 10 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#001
JORDAN METZL, MD, PC RETIREMENT PLAN
TraditionalDB
Assets$3.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JORDAN METZL, MD, PC PROFIT SHARING PLAN
ProfitSharing
Assets$143K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JORDAN METZL, MD, PC RETIREMENT PLAN | TraditionalDB | $3.6M | 7 | 2025 | |
| 002 | JORDAN METZL, MD, PC PROFIT SHARING PLAN | ProfitSharing | $143K | 3 | 2025 |
Retirement plans