Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
DONALD BERNSTEIN DDS PLLC
EIN 87-4770012Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$585K assets
Welfare
0
Participants
4
2 CONSULATE DRIVE - TUCKOHOE, NY 10707914-843-6255
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $585K assets / 4 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
DONALD BERNSTEIN DDS PLLC PENSION PLAN
CashBalance
Assets$464K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DONALD BERNSTEIN DDS PLLC 401(K) PLAN
401k
Assets$121K
Participants2
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 | DONALD BERNSTEIN DDS PLLC PENSION PLAN | CashBalance | $464K | 2 | 2025 | |
| 002 | DONALD BERNSTEIN DDS PLLC 401(K) PLAN | 401k | $121K | 2 | 2024 |
Retirement plans