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  2. MICHAEL SOKOLOFF, DDS LLC
Sponsor portfolio

MICHAEL SOKOLOFF, DDS LLC

EIN 34-1978824-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
14
20 OLD MAMARONECK ROAD - WHITE PLAINS, NY 10605914-949-0068docsokortho.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.9M - 8 part#002CashBalance-$1.0M - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • LLC 401K PLAN (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#001)8
  • CASH BALANCE PLAN (#002)6
Total 14Click 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

MICHAEL SOKOLOFF DDS LLC 401K PLAN

401k

Assets$1.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MICHAEL SOKOLOFF, DDS LLC CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MICHAEL SOKOLOFF DDS LLC 401K PLAN401k$1.9M82024
002MICHAEL SOKOLOFF, DDS LLC CASH BALANCE PLANCashBalance$1.0M62024
Retirement plans
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