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Sponsor portfolio

NEIL S. ROTH, M.D., P.C.

EIN 65-1200694-medical practice-Latest filing 2024
Plans
3
Retirement
3
$6.8M assets
Welfare
0
Participants
38
45 OGDEN ROAD - SCARSDALE, NY 10583212-861-2300LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#001TraditionalDB-$3.7M - 9 part#002401k-$2.4M - 20 part#003CashBalance-$703K - 9 part

Retirement portfolio analytics

3 plans aggregated / $6.8M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • P.C. RETIREMENT PLAN (#001)55%
  • M.D., P.C. 401(K) (#002)35%
  • CASH BALANCE PLAN (#003)10%
Total $6.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D., P.C. 401(K) (#002)20
  • P.C. RETIREMENT PLAN (#001)9
  • CASH BALANCE PLAN (#003)9
Total 38Click 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

NEIL S. ROTH, M.D., P.C. RETIREMENT PLAN

TraditionalDB

Assets$3.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

NEIL S. ROTH, M.D., P.C. 401(K) PLAN

401k

Assets$2.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

NEIL S. ROTH, M.D., P.C. CASH BALANCE PLAN

CashBalance

Assets$703K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001NEIL S. ROTH, M.D., P.C. RETIREMENT PLANTraditionalDB$3.7M92024
002NEIL S. ROTH, M.D., P.C. 401(K) PLAN401k$2.4M202024
003NEIL S. ROTH, M.D., P.C. CASH BALANCE PLANCashBalance$703K92024
Retirement plans
Welfare plans
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