Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
BRETT KOTLUS, M.D., PLLC
EIN 47-3788485medical practiceLatest filing 2025
Plans
2
Retirement
2
$705K assets
Welfare
0
Participants
10
20 E. 66TH STREET, 1A - NEW YORK, NY 10065212-882-1011drkotlus.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $705K assets / 10 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#002
BRETT KOTLUS MD PLLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$619K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BRETT KOTLUS, M.D., PLLC 401(K) PLAN
401k
Assets$86K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BRETT KOTLUS MD PLLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $619K | 5 | 2025 | |
| 001 | BRETT KOTLUS, M.D., PLLC 401(K) PLAN | 401k | $86K | 5 | 2025 |
Retirement plans