Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
SHERIN AND LODGEN LLP
EIN 04-2023901law practiceLatest filing 2024
Plans
2
Retirement
2
$46.4M assets
Welfare
0
Participants
174
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 / $46.4M assets / 174 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
SHERIN AND LODGEN PLAN
MoneyPurchase
Assets$25.1M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SHERIN AND LODGEN TAX DEFERRED SAVINGS PLAN AND TRUST
401k
Assets$21.2M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHERIN AND LODGEN PLAN | MoneyPurchase | $25.1M | 77 | 2024 | |
| 002 | SHERIN AND LODGEN TAX DEFERRED SAVINGS PLAN AND TRUST | 401k | $21.2M | 97 | 2024 |
Retirement plans