Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BROSS & FRANKEL, P.A.
EIN 11-3696706law practiceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
52
725 KENILWORTH AVE, SUITE 2 - CHERRY HILL, NJ 08002856-795-8880brossfrankel.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 52 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
BROSS & FRANKEL, P.A. PROFIT SHARING PLAN
401k
Assets$1.3M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BROSS & FRANKEL, P.A. CASH BALANCE PLAN
CashBalance
Assets$649K
Participants15
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 | BROSS & FRANKEL, P.A. PROFIT SHARING PLAN | 401k | $1.3M | 37 | 2024 | |
| 003 | BROSS & FRANKEL, P.A. CASH BALANCE PLAN | CashBalance | $649K | 15 | 2024 |
Retirement plans