Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
BRUCE W. LEVIN, DMD & JOEL KLASFELD, DDS, PLLC
EIN 86-1083510Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
31
630 5TH AVE STE 1870 - NEW YORK, NY 10111212-246-9070rockefellerdentalgroup.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 31 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
BRUCE W LEVIN DMD & JOEL KLASF 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROCKEFELLER DENTAL GROUP CASH BALANCE PLAN
CashBalance
Assets$668K
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 | BRUCE W LEVIN DMD & JOEL KLASF 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.0M | 21 | 2024 | |
| 002 | ROCKEFELLER DENTAL GROUP CASH BALANCE PLAN | CashBalance | $668K | 10 | 2024 |
Retirement plans