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Sponsor portfolio

HMR PHD LLC

EIN 99-0423029-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
39
310 EAST SHORE ROAD - GREAT NECK, NY 11023516-466-7077
Plans on this EIN
2 filings
#002TraditionalDB-$3.3M - 3 part#003ProfitSharing-$256K - 36 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • DEFINED BENEFIT PLAN (#002)93%
  • PROFIT SHARING PLAN (#003)7%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)36
  • DEFINED BENEFIT PLAN (#002)3
Total 39Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HMR PHD LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HMR PHD LLC PROFIT SHARING PLAN

ProfitSharing

Assets$256K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HMR PHD LLC DEFINED BENEFIT PLANTraditionalDB$3.3M32024
003HMR PHD LLC PROFIT SHARING PLANProfitSharing$256K362024
Retirement plans
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