Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOAN FLEISCHMAN, M.D., P.C.
EIN 86-1055331Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$680K assets
Welfare
0
Participants
15
124 E 40TH ST RM 702 - NEW YORK, NY 100161761212-431-8533
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $680K assets / 15 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
JOAN FLEISCHMAN, M.D., P.C. 401K PROFIT SHARING PLAN
401k
Assets$467K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOAN FLEISCHMAN, M.D., P.C. DEFINED BENEFIT PLAN
CashBalance
Assets$214K
Participants6
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 | JOAN FLEISCHMAN, M.D., P.C. 401K PROFIT SHARING PLAN | 401k | $467K | 9 | 2024 | |
| 002 | JOAN FLEISCHMAN, M.D., P.C. DEFINED BENEFIT PLAN | CashBalance | $214K | 6 | 2024 |
Retirement plans