Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHERWIN BENLEVI, DDS PC
EIN 45-3321452medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M 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
SHERWIN BENLEVI, DDS PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$664K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SHERWIN BENLEVI, DDS PC PROFIT SHARING PLAN
ProfitSharing
Assets$584K
Participants8
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 | SHERWIN BENLEVI, DDS PC DEFINED BENEFIT PLAN | TraditionalDB | $664K | 6 | 2025 | |
| 001 | SHERWIN BENLEVI, DDS PC PROFIT SHARING PLAN | ProfitSharing | $584K | 8 | 2025 |
Retirement plans