Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH M. LICHTENSTEIN, PC
EIN 11-3586588legal servicesLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
12
170 OLD COUNTRY ROAD, SUITE 615 - MINEOLA, NY 11501516-873-6300medicalattorneyny.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 12 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
JOSEPH M. LICHTENSTEIN, P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$2.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH M. LICHTENSTEIN, PC RETIREMENT TRUST
TraditionalDB
Assets$1.5M
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 | JOSEPH M. LICHTENSTEIN, P.C. PROFIT SHARING PLAN | ProfitSharing | $2.2M | 8 | 2024 | |
| 002 | JOSEPH M. LICHTENSTEIN, PC RETIREMENT TRUST | TraditionalDB | $1.5M | 4 | 2024 |
Retirement plans