Assets by plan
Share of aggregate retirement assets
- AND LODGEN PLAN (#001)$29.0M
- PLAN AND TRUST (#002)$24.7M
Filings through .
Sherin and Lodgen LLP
EIN 04-2023901law practiceLatest filing 2025
Plans
2
Retirement
2
$53.7M assets
Health & Benefits
0
Participants
187
ONE LINCOLN STREET, 14TH FL - BOSTON, MA 02111617-646-2000sherin.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $53.7M assets / 187 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
SHERIN AND LODGEN PLAN
Money purchase
Assets$29.0M
Participants84
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SHERIN AND LODGEN TAX DEFERRED SAVINGS PLAN AND TRUST
401(k)
Assets$24.7M
Participants103
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 | SHERIN AND LODGEN PLAN | Money purchase | $29.0M | 84 | 2025 |
| #002 | SHERIN AND LODGEN TAX DEFERRED SAVINGS PLAN AND TRUST | 401(k) | $24.7M | 103 | 2025 |
- SHERIN AND LODGEN PLAN$29.0M#001 · Money purchase · 202584
- #002 · 401(k) · 2025103
Retirement plans