Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JONATHAN RICE, ATTORNEY AT LAW
EIN 11-2814389Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
6
235 MAIN STREET, #450 - WHITE PLAINS, NY 10601212-465-1890
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 6 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
JONATHAN RICE CASH BALANCE PLAN
CashBalance
Assets$773K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JONATHAN RICE 401(K) PLAN
ProfitSharing
Assets$239K
Participants3
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 | JONATHAN RICE CASH BALANCE PLAN | CashBalance | $773K | 3 | 2024 | |
| 001 | JONATHAN RICE 401(K) PLAN | ProfitSharing | $239K | 3 | 2024 |
Retirement plans