Assets by plan
Share of aggregate retirement assets
Filings through .
Morgens, Waterfall, Vintiadis and Company, Inc.
EIN 13-2674766Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$31.4M assets
Health & Benefits
0
Participants
21
1270 AVENUE OF THE AMERICAS, SUITE 214 - NEW YORK, NY 10020212-218-4100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $31.4M assets / 21 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MORGENS, WATERFALL, VINTIADIS AND COMPANY, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$23.4M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MORGENS, WATERFALL, VINTIADIS AND COMPANY, INC. PROFIT SHARING & 401(K) PLAN
401(k)
Assets$8.0M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MORGENS, WATERFALL, VINTIADIS AND COMPANY, INC. PROFIT SHARING PLAN | Profit-sharing | $23.4M | 12 | 2025 |
| #002 | MORGENS, WATERFALL, VINTIADIS AND COMPANY, INC. PROFIT SHARING & 401(K) PLAN | 401(k) | $8.0M | 9 | 2025 |
- #001 · Profit-sharing · 202512
- #002 · 401(k) · 20259
Retirement plans