Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
GELB ORTHODONTICS P.C.
EIN 85-1134986medical practiceLatest filing 2024
Plans
2
Retirement
2
$627K assets
Welfare
0
Participants
11
16 CHATSWORTH AVENUE - LARCHMONT, NY 10538914-834-3443gelborthodontics.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $627K assets / 11 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
GELB ORTHODONTICS P.C. 401K PLAN
401k
Assets$333K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GELB ORTHODONTICS, P.C. CASH BALANCE PLAN
CashBalance
Assets$294K
Participants5
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 | GELB ORTHODONTICS P.C. 401K PLAN | 401k | $333K | 6 | 2024 | |
| 002 | GELB ORTHODONTICS, P.C. CASH BALANCE PLAN | CashBalance | $294K | 5 | 2024 |
Retirement plans