Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
EGAN, BERGER & WEINER, LLC
EIN 04-3772834Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$12.1M assets
Welfare
0
Participants
39
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.1M assets / 39 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
EGAN, BERGER & WEINER, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$9.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
EGAN, BERGER & WEINER, LLC CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants16
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 | EGAN, BERGER & WEINER, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $9.4M | 23 | 2024 | |
| 002 | EGAN, BERGER & WEINER, LLC CASH BALANCE PLAN | CashBalance | $2.7M | 16 | 2024 |
Retirement plans