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Sponsor portfolio

OPPENHEIM & DEGEN, NEUROLOGICAL SURGEONS, LLP

EIN 84-3089081-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$12.8M assets
Welfare
0
Participants
32
2 CROSFIELD AVENUE, SUITE 102 - WEST NYACK, NY 109942233845-368-0286LinkedIn1-10 employees
Plans on this EIN
2 filings
#001ProfitSharing-$9.9M - 17 part#002CashBalance-$2.9M - 15 part

Retirement portfolio analytics

2 plans aggregated / $12.8M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PROFIT SHARING PLAN (#001)77%
  • CASH BALANCE PLAN (#002)23%
Total $12.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)17
  • CASH BALANCE PLAN (#002)15
Total 32Click 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

OPPENHEIM & DEGEN, NEUROLOGICAL SURGEONS, LLP 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$9.9M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OPPENHEIM & DEGEN, NEUROLOGICAL SURGEONS, LLP CASH BALANCE PLAN

CashBalance

Assets$2.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OPPENHEIM & DEGEN, NEUROLOGICAL SURGEONS, LLP 401(K) PROFIT SHARING PLANProfitSharing$9.9M172025
002OPPENHEIM & DEGEN, NEUROLOGICAL SURGEONS, LLP CASH BALANCE PLANCashBalance$2.9M152025
Retirement plans
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