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BLOOM & STREIT LLP

EIN 13-1922464-accounting-Latest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
25
2900 WESTCHESTER AVENUE - PURCHASE, NY 10577914-253-8484LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001401k-$4.7M - 15 part#002CashBalance-$481K - 10 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • & STREIT 401(K) (#001)91%
  • CASH BALANCE PLAN (#002)9%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & STREIT 401(K) (#001)15
  • CASH BALANCE PLAN (#002)10
Total 25Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BLOOM & STREIT 401(K) PLAN

401k

Assets$4.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BLOOM & STREIT LLP CASH BALANCE PLAN

CashBalance

Assets$481K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BLOOM & STREIT 401(K) PLAN401k$4.7M152025
002BLOOM & STREIT LLP CASH BALANCE PLANCashBalance$481K102025
Retirement plans
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