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  2. DR. LI PEDIATRIC PC
Sponsor portfolio

DR. LI PEDIATRIC PC

EIN 84-2528693-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
13
38 HOPEWELL DRIVE - STONY BROOK, NY 11790929-276-5592
Plans on this EIN
2 filings
#001TraditionalDB-$2.5M - 6 part#002ProfitSharing-$125K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • DEFINED BENEFIT PLAN (#001)95%
  • PROFIT SHARING PLAN (#002)5%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)7
  • DEFINED BENEFIT PLAN (#001)6
Total 13Click 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

DR. LI PEDIATRIC PC DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DR. LI PEDIATRIC PC PROFIT SHARING PLAN

ProfitSharing

Assets$125K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DR. LI PEDIATRIC PC DEFINED BENEFIT PLANTraditionalDB$2.5M62025
002DR. LI PEDIATRIC PC PROFIT SHARING PLANProfitSharing$125K72025
Retirement plans
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