Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRIEDMAN & SIMON, LLP
EIN 11-3075212legal servicesLatest filing 2025
Plans
3
Retirement
3
$3.4M assets
Welfare
0
Participants
41
390 NORTH BROADWAY, SUITE 210 - JERICHO, NY 11753516-932-0400212-lawyers.comLinkedIn11-50 employeeslegal services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $3.4M assets / 41 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#001
FRIEDMAN & SIMON CASH OR DEFERRED PLAN
401k
Assets$2.4M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRIEDMAN & SIMON L.L.P. DEFINED BENEFIT PLAN
TraditionalDB
Assets$812K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FRIEDMAN & SIMON L.L.P. PROFIT SHARING PLAN
ProfitSharing
Assets$188K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRIEDMAN & SIMON CASH OR DEFERRED PLAN | 401k | $2.4M | 21 | 2025 | |
| 002 | FRIEDMAN & SIMON L.L.P. DEFINED BENEFIT PLAN | TraditionalDB | $812K | 10 | 2024 | |
| 003 | FRIEDMAN & SIMON L.L.P. PROFIT SHARING PLAN | ProfitSharing | $188K | 10 | 2025 |
Retirement plans