Assets by plan
Share of aggregate retirement assets
Filings through .
Holtzman Vogel Baran Torchinsky & Josefiak, PLLC
EIN 01-0818904Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$13.6M assets
Health & Benefits
0
Participants
170
15405 JOHN MARSHALL HWY - HAYMARKET, VA 20169540-341-8808
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.6M assets / 170 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HOLTZMAN VOGEL BARAN TORCHINSKY & JOSEFIAK, PLLC 401(K) PLAN AND TRUST
401(k)
Assets$9.7M
Participants135
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HOLTZMAN VOGEL BARAN TORCHINSKY & JOSEFIAK, PLLC CASH BALANCE PLAN
Cash balance
Assets$3.9M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HOLTZMAN VOGEL BARAN TORCHINSKY & JOSEFIAK, PLLC 401(K) PLAN AND TRUST | 401(k) | $9.7M | 135 | 2025 |
| #002 | HOLTZMAN VOGEL BARAN TORCHINSKY & JOSEFIAK, PLLC CASH BALANCE PLAN | Cash balance | $3.9M | 35 | 2025 |
- #001 · 401(k) · 2025135
- #002 · Cash balance · 202535
Retirement plans