Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JASON KIRSHBAUM DVM PC
EIN 85-1857628Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$918K assets
Welfare
0
Participants
51
350 EAST MONTAUK HIGHWAY - LINDENHURST, NY 11757631-988-0332
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $918K assets / 51 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
JASON KIRSHBAUM DVM PC 401(K) PROFIT SHARING PLAN
401k
Assets$504K
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JASON KIRSHBAUM DVM PC CASH BALANCE PLAN
CashBalance
Assets$413K
Participants10
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 | JASON KIRSHBAUM DVM PC 401(K) PROFIT SHARING PLAN | 401k | $504K | 41 | 2025 | |
| 002 | JASON KIRSHBAUM DVM PC CASH BALANCE PLAN | CashBalance | $413K | 10 | 2025 |
Retirement plans