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Sponsor portfolio

JACOBSON AND CHUBAK ENDODONTICS, PLLC

EIN 47-2179018-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
23
200 W. 57TH ST, SUITE 808 - NEW YORK, NY 10019212-737-6112
Plans on this EIN
2 filings
#001401k-$1.8M - 15 part#002CashBalance-$1.4M - 8 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CHUBAK ENDODONTICS 401(K) (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHUBAK ENDODONTICS 401(K) (#001)15
  • CASH BALANCE PLAN (#002)8
Total 23Click 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

JACOBSON AND CHUBAK ENDODONTICS 401(K) PLAN

401k

Assets$1.8M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

JACOBSON AND CHUBAK ENDODONTICS CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JACOBSON AND CHUBAK ENDODONTICS 401(K) PLAN401k$1.8M152025
002JACOBSON AND CHUBAK ENDODONTICS CASH BALANCE PLANCashBalance$1.4M82025
Retirement plans
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