Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JACOB T. JOSEPH, M.D., P.C.
EIN 54-1693786medical practiceLatest filing 2024
Plans
2
Retirement
2
$128K assets
Welfare
0
Participants
5
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $128K assets / 5 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#003
JACOB T. JOSEPH, M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$110K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JACOB T. JOSEPH, M.D., P.C. PROFIT SHARING PLAN
401k
Assets$18K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JACOB T. JOSEPH, M.D., P.C. CASH BALANCE PLAN | CashBalance | $110K | 2 | 2024 | |
| 004 | JACOB T. JOSEPH, M.D., P.C. PROFIT SHARING PLAN | 401k | $18K | 3 | 2024 |
Retirement plans