Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
LAW OFFICES OF JESSE A. LIEBERMAN, P.A.
EIN 01-0815961legal servicesLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 11 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
LAW OFFICES OF JESSE A. LIEBERMAN, P.A. PROFIT SHARING PLAN & TRUST
401k
Assets$2.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAW OFFICES OF JESSE A. LIEBERMAN, P.A. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants3
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 | LAW OFFICES OF JESSE A. LIEBERMAN, P.A. PROFIT SHARING PLAN & TRUST | 401k | $2.0M | 8 | 2025 | |
| 002 | LAW OFFICES OF JESSE A. LIEBERMAN, P.A. CASH BALANCE PLAN | CashBalance | $2.0M | 3 | 2025 |
Retirement plans