Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL S. HELTZER MD, PC
EIN 46-1462572hospital & health careLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
14
408 SEAVIEW AVENUE - STATEN ISLAND, NY 10305718-987-6490LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M 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#001
PAUL S. HELTZER MD, PC 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PAUL S. HELTZER MD, PC CASH BALANCE PLAN
CashBalance
Assets$1.6M
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 | |
|---|---|---|---|---|---|---|
| 001 | PAUL S. HELTZER MD, PC 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 6 | 2025 | |
| 002 | PAUL S. HELTZER MD, PC CASH BALANCE PLAN | CashBalance | $1.6M | 8 | 2024 |
Retirement plans