Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$20.1M
Filings through .
2 plans aggregated / $43.6M assets / 172 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 | PHILLIPS NIZER LLP 401(K) SAVINGS PLAN | 401(k) | $23.5M | 106 | 2025 |
| #001 | PHILLIPS NIZER LLP EMPLOYEES RETIREMENT PLAN AND TRUST | Profit-sharing | $20.1M | 66 | 2025 |