Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MORGENS, WATERFALL, VINTIADIS AND COMPANY, INC.
EIN 13-2674766Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$26.7M assets
Welfare
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 / $26.7M assets / 21 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
MORGENS, WATERFALL, VINTIADIS AND COMPANY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$20.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MORGENS, WATERFALL, VINTIADIS AND COMPANY, INC. PROFIT SHARING & 401(K) PLAN
401k
Assets$6.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORGENS, WATERFALL, VINTIADIS AND COMPANY, INC. PROFIT SHARING PLAN | ProfitSharing | $20.2M | 12 | 2024 | |
| 002 | MORGENS, WATERFALL, VINTIADIS AND COMPANY, INC. PROFIT SHARING & 401(K) PLAN | 401k | $6.5M | 9 | 2024 |
Retirement plans