Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $55.0M assets / 335 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) | 401(k) | $46.7M | 218 | 2025 |
| #001 | PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP | Profit-sharing | $8.4M | 117 | 2025 |