Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ITAY WISER MD PC
EIN 87-1353924Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$367K assets
Welfare
0
Participants
13
535 5TH AVE FL 35 - NEW YORK, NY 10017347-947-5734
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $367K assets / 13 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
ITAY WISER MD PC DEFINED BENEFIT PLAN
CashBalance
Assets$309K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ITAY WISER MD PC 401K PROFIT SHARING PLAN
401k
Assets$57K
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 | ITAY WISER MD PC DEFINED BENEFIT PLAN | CashBalance | $309K | 7 | 2025 | |
| 002 | ITAY WISER MD PC 401K PROFIT SHARING PLAN | 401k | $57K | 6 | 2025 |
Retirement plans