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Sponsor portfolio

ISAAK YELIZAR DDS PLLC

EIN 47-2690337-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
13
63-109 SAUNDERS ST., SUITE BA2 - REGO PARK, NY 11374929-229-1009
Plans on this EIN
2 filings
#002CashBalance-$610K - 6 part#001401k-$548K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • DDS PLLC 401(K) (#001)47%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS PLLC 401(K) (#001)7
  • CASH BALANCE PLAN (#002)6
Total 13Click 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#002

ISAAK YELIZAR DDS PLLC CASH BALANCE PLAN

CashBalance

Assets$610K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ISAAK YELIZAR DDS PLLC 401(K) PLAN

401k

Assets$548K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ISAAK YELIZAR DDS PLLC CASH BALANCE PLANCashBalance$610K62025
001ISAAK YELIZAR DDS PLLC 401(K) PLAN401k$548K72024
Retirement plans
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