Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SACKSTEIN, SACKSTEIN & LEE, LLP
EIN 11-3078936law practiceLatest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
26
1140 FRANKLIN AVENUE, SUITE 201 - GARDEN CITY, NY 11530516-248-2234sacksteinlaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 26 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
SACKSTEIN, SACKSTEIN & LEE, LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$4.0M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SACKSTEIN SACKSTEIN & LEE, LLP PROFIT SHARING PLAN
ProfitSharing
Assets$3.5M
Participants13
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 | SACKSTEIN, SACKSTEIN & LEE, LLP CASH BALANCE PENSION PLAN | CashBalance | $4.0M | 13 | 2025 | |
| 001 | SACKSTEIN SACKSTEIN & LEE, LLP PROFIT SHARING PLAN | ProfitSharing | $3.5M | 13 | 2025 |
Retirement plans