Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MITCHELL B. FRIEDMAN, P.C.
EIN 04-3848721Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$684K assets
Welfare
0
Participants
4
2621 LAKE AVE. - WILMETTE, IL 60091773-294-4235
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $684K assets / 4 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#002
MITCHELL B. FRIEDMAN, P.C. CASH BALANCE PLAN
CashBalance
Assets$465K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MITCHELL B. FRIEDMAN, P.C. 401(K) PLAN
401k
Assets$219K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MITCHELL B. FRIEDMAN, P.C. CASH BALANCE PLAN | CashBalance | $465K | 2 | 2024 | |
| 001 | MITCHELL B. FRIEDMAN, P.C. 401(K) PLAN | 401k | $219K | 2 | 2024 |
Retirement plans