Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DRS. FRANKEL & PUHL, INC.
EIN 34-1899486medical practiceLatest filing 2024
Plans
2
Retirement
2
$11.7M assets
Welfare
0
Participants
451
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.7M assets / 451 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#003
FRANKEL & PUHL EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.5M
Participants185
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN
401k
Assets$4.1M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FRANKEL & PUHL EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.5M | 185 | 2024 | |
| 002 | FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN | 401k | $4.1M | 266 | 2024 |
Retirement plans