Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
BERSHTEIN, VOLPE & MCKEON, P.C.
EIN 06-1444399law practiceLatest filing 2025
Plans
2
Retirement
2
$12.3M assets
Welfare
0
Participants
20
900 CHAPEL ST., 11TH FL. - NEW HAVEN, CT 06510203-777-5805bvmlaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.3M assets / 20 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#003
BERSHTEIN, VOLPE & MCKEON, P.C. EE'S 401(K) PS PLAN
401k
Assets$9.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BERSHTEIN, VOLPE & MCKEON, P.C. CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BERSHTEIN, VOLPE & MCKEON, P.C. EE'S 401(K) PS PLAN | 401k | $9.9M | 15 | 2025 | |
| 004 | BERSHTEIN, VOLPE & MCKEON, P.C. CASH BALANCE PLAN | CashBalance | $2.4M | 5 | 2025 |
Retirement plans