Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Simi Joseph Nurse Practitioner in Psychiatry PC
EIN 82-1273716Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
7
316 BELLMORE ROAD - EASTMEADOW, NY 11554516-312-0498
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 7 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#001
SIMI JOSEPH DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SIMI JOSEPH 401(K) PLAN
401(k)
Assets$100K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMI JOSEPH DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.0M | 3 | 2025 | |
| 002 | SIMI JOSEPH 401(K) PLAN | 401(k) | $100K | 4 | 2025 |
Retirement plans