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Sponsor portfolio

JESSICA WEISER, MD, PLLC

EIN 83-4675320-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$608K assets
Welfare
0
Participants
15
325 WEST END AVE., APT. 3D - NEW YORK, NY 10023917-843-4305
Plans on this EIN
2 filings
#002CashBalance-$369K - 7 part#001401k-$239K - 8 part

Retirement portfolio analytics

2 plans aggregated / $608K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CASH BALANCE PLAN (#002)61%
  • TORONTO 325 401(K) (#001)39%
Total $608KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TORONTO 325 401(K) (#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

TORONTO 325 CASH BALANCE PLAN

CashBalance

Assets$369K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TORONTO 325 401(K) PLAN

401k

Assets$239K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TORONTO 325 CASH BALANCE PLANCashBalance$369K72024
001TORONTO 325 401(K) PLAN401k$239K82024
Retirement plans
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