Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#004)$100.6M
Filings through .
Withers Bergman LLP
EIN 06-1638121Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$116.4M assets
Health & Benefits
1
$6.7M premiums
Participants
915
157 CHURCH STREET, 12TH FLOOR, ATTN - FINANCIAL CONTROLLER - NEW HAVEN, CT 06510203-789-1320taxlawyers.comLinkedIn1-10 employees
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $116.4M assets / 560 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$116.4M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.7M premiums / 392 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.2M
- Vision$6.2M
- Prescription drug$6.2M
- Long-term disability$276K
- Life$231K
- Other$231K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN
401(k)
Assets$100.6M
Participants402
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
WITHERS BERGMAN LLP ASSOCIATE AND COUNSEL SECTION 401(K) PROFIT SHARING PLAN
401(k)
Assets$15.8M
Participants158
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WITHERS BERGMAN LLP WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$6.7M
Covered lives392
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN | 401(k) | $100.6M | 402 | 2025 |
| #005 | WITHERS BERGMAN LLP ASSOCIATE AND COUNSEL SECTION 401(K) PROFIT SHARING PLAN | 401(k) | $15.8M | 158 | 2025 |
- #004 · 401(k) · 2025402
- #005 · 401(k) · 2025158
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WITHERS BERGMAN LLP WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6.7M | 392 | 2025 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025392
Retirement plans
Health & Benefits plans