Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
HOLTZMAN VOGEL BARAN TORCHINSKY & JOSEFIAK, PLLC
EIN 01-0818904Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$11.8M assets
Welfare
0
Participants
136
15405 JOHN MARSHALL HWY - HAYMARKET, VA 20169540-341-8808
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.8M assets / 136 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
HOLTZMAN VOGEL BARAN TORCHINSKY & JOSEFIAK, PLLC 401(K) PLAN AND TRUST
401k
Assets$8.5M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HOLTZMAN VOGEL BARAN TORCHINSKY & JOSEFIAK, PLLC CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants30
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 | HOLTZMAN VOGEL BARAN TORCHINSKY & JOSEFIAK, PLLC 401(K) PLAN AND TRUST | 401k | $8.5M | 106 | 2024 | |
| 002 | HOLTZMAN VOGEL BARAN TORCHINSKY & JOSEFIAK, PLLC CASH BALANCE PLAN | CashBalance | $3.3M | 30 | 2024 |
Retirement plans