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  2. Daniel Stern

Filings through Oct 24, 2026.

Daniel Stern

EIN 90-2046948-medical practice-Latest filing 2025
Plans
1
Retirement
1
$8.9M assets
Health & Benefits
0
Participants
5
PO BOX 846 - PLANDOME, NY 11030212-629-8940LinkedIn1-10 employeesmedical practice
Plans on this EIN
1 filing
#001Traditional DB-$8.9M - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

DANIEL STERN RETIREMENT PLAN AND TRUST

Traditional DB

Assets$8.9M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DANIEL STERN RETIREMENT PLAN AND TRUSTTraditional DB$8.9M52025
  • DANIEL STERN RETIREMENT PLAN AND TRUST$8.9M
    #001 · Traditional DB · 20255
Retirement plans
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