Assets by plan
Share of aggregate retirement assets
63%top
Filings through .
Sponsor portfolio
Jonathan Berkowitz MD, PC
EIN 85-3477351Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$831K assets
Welfare
0
Participants
5
205 SOUTH ARNAZ DRIVE, UNTI 2 - BEVERLY HILLS, CA 90211516-316-7933
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $831K assets / 5 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#002
JONATHAN BERKOWITZ MD, PC CASH BALANCE PLAN & TRUST
Cash balance
Assets$522K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JONATHAN BERKOWITZ MD PC 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$309K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JONATHAN BERKOWITZ MD, PC CASH BALANCE PLAN & TRUST | Cash balance | $522K | 2 | 2025 | |
| 001 | JONATHAN BERKOWITZ MD PC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $309K | 3 | 2025 |
Retirement plans