Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
URI BEN-ZUR M.D., INC.
EIN 95-4739262medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 24 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#002
URI BEN-ZUR M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
URI BEN-ZUR, M.D. INC. PROFIT SHARING 401(K) PLAN
401k
Assets$945K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | URI BEN-ZUR M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.9M | 4 | 2024 | |
| 001 | URI BEN-ZUR, M.D. INC. PROFIT SHARING 401(K) PLAN | 401k | $945K | 20 | 2024 |
Retirement plans