Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEW HAVEN LEGAL ASSISTANCE
EIN 06-0793269legal servicesLatest filing 2024
Plans
2
Retirement
2
$14.1M assets
Welfare
0
Participants
129
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.1M assets / 129 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
NEW HAVEN LEGAL ASSISTANCE TAX SHELTERED ANNUITY PLAN
403b
Assets$7.4M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN
MoneyPurchase
Assets$6.7M
Participants65
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 | NEW HAVEN LEGAL ASSISTANCE TAX SHELTERED ANNUITY PLAN | 403b | $7.4M | 64 | 2024 | |
| 001 | NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN | MoneyPurchase | $6.7M | 65 | 2024 |
Retirement plans