Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
JOSEPH WEINSTEIN D.O., P.C.
EIN 46-4891572Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
33
68-15 MAIN STREET - FLUSHING, NY 11367718-313-0766
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 33 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
JOSEPH WEINSTEIN D.O., P.C. 401(K) PLAN
401k
Assets$1.1M
Participants23
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JOSEPH WEINSTEIN D.O., P.C. CASH BALANCE PLAN
CashBalance
Assets$872K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOSEPH WEINSTEIN D.O., P.C. 401(K) PLAN | 401k | $1.1M | 23 | 2024 | |
| 002 | JOSEPH WEINSTEIN D.O., P.C. CASH BALANCE PLAN | CashBalance | $872K | 10 | 2024 |
Retirement plans