Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATTHEW S. DULBERG
EIN 11-3473172legal servicesLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
3706 82ND ST STE 204 - JACKSON HEIGHTS, NY 113727027718-639-5678LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 8 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
MATTHEW S. DULBERG PROFIT SHARING PLAN
ProfitSharing
Assets$969K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MATTHEW S. DULBERG MONEY PURCHASE PLAN
MoneyPurchase
Assets$541K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MATTHEW S. DULBERG PROFIT SHARING PLAN | ProfitSharing | $969K | 4 | 2024 | |
| 002 | MATTHEW S. DULBERG MONEY PURCHASE PLAN | MoneyPurchase | $541K | 4 | 2024 |
Retirement plans