Sponsor portfolio
MARK L. VAIMBERG, CFP, CLU, CHFC
EIN 11-3169499Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$4.1M assets
Welfare
0
Participants
6
225 WIRELESS BOULEVARD, SUITE 103 - HAUPPAUGE, NY 11788631-232-1700
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARK L. VAIMBERG, CLU, CFP RETIREMENT PLAN | 401k | $4.1M | 6 | 2024 |
Retirement plans