Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
HELENE WECHSLER, MD, P.C.
EIN 86-0721006medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
6
10277 N. 92ND ST, SUITE 101 - SCOTTSDALE, AZ 85258480-990-1564LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 6 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
HELENE WECHSLER MD CASH BALANCE PLAN
CashBalance
Assets$668K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
HELENE WECHSLER, MD, P.C. 401(K) PLAN
401k
Assets$587K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HELENE WECHSLER MD CASH BALANCE PLAN | CashBalance | $668K | 3 | 2025 | |
| 001 | HELENE WECHSLER, MD, P.C. 401(K) PLAN | 401k | $587K | 3 | 2025 |
Retirement plans