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Sponsor portfolio

ILAN PAULK DDS PC

EIN 75-3149952-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$621K assets
Welfare
0
Participants
15
149-30 88TH STREET, #LL - HOWARD BEACH, NY 11414781-551-8144
Plans on this EIN
2 filings
#002CashBalance-$496K - 7 part#001401k-$125K - 8 part

Retirement portfolio analytics

2 plans aggregated / $621K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#002)80%
  • PROFIT SHARING PLAN (#001)20%
Total $621KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • CASH BALANCE PLAN (#002)7
Total 15Click 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

ILAN PAUL DDS PC CASH BALANCE PLAN

CashBalance

Assets$496K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ILAN PAUL DDS PC 401K PROFIT SHARING PLAN

401k

Assets$125K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ILAN PAUL DDS PC CASH BALANCE PLANCashBalance$496K72025
001ILAN PAUL DDS PC 401K PROFIT SHARING PLAN401k$125K82025
Retirement plans
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