Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEINHARDT MANAGEMENT CO., INC.
EIN 13-2612259individual & family servicesLatest filing 2024
Plans
3
Retirement
2
$7.4M assets
Welfare
1
Participants
51
445 PARK AVENUE, SUITE 8B - NEW YORK, NY 10022212-371-7300LinkedIn11-50 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 33 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
STEINHARDT MANAGEMENT COMPANY, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN
401k
Assets$6.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STEINHARDT MANAGEMENT COMPANY, INC. MONEY PURCHASE PLAN
MoneyPurchase
Assets$736K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
STEINHARDT MANAGEMENT COMPANY, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEINHARDT MANAGEMENT COMPANY, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | 401k | $6.6M | 18 | 2024 | |
| 002 | STEINHARDT MANAGEMENT COMPANY, INC. MONEY PURCHASE PLAN | MoneyPurchase | $736K | 15 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | STEINHARDT MANAGEMENT COMPANY, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans