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  2. PETER YELIZAR DDS PLLC
Sponsor portfolio

PETER YELIZAR DDS PLLC

EIN 47-2666808-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
32
386 S. OYSTER BAY ROAD - HICKSVILLE, NY 11801516-336-4902
Plans on this EIN
2 filings
#001401k-$858K - 18 part#002CashBalance-$605K - 14 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • DDS PLLC 401(K) (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS PLLC 401(K) (#001)18
  • CASH BALANCE PLAN (#002)14
Total 32Click 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

PETER YELIZAR DDS PLLC 401(K) PLAN

401k

Assets$858K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PETER YELIZAR DDS PLLC CASH BALANCE PLAN

CashBalance

Assets$605K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PETER YELIZAR DDS PLLC 401(K) PLAN401k$858K182024
002PETER YELIZAR DDS PLLC CASH BALANCE PLANCashBalance$605K142024
Retirement plans
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