Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$23.1M
- PLAN & TRUST (#003)$10.5M
Filings through .
3 plans aggregated / $33.9M assets / 102 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)
401(k)
Traditional DB
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CONDON & FORSYTH LLP 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $23.1M | 52 | 2025 |
| #003 | CONDON & FORSYTH LLP 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $10.5M | 50 | 2025 |
| #002 | CONDON & FORSYTH DEFINED BENEFIT PLAN | Traditional DB | $254K | 0 | 2025 |