Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$49.6M
Filings through .
Windels Marx Lane & Mittendorf, LLP
EIN 13-2773235law practiceLatest filing 2025
Plans
3
Retirement
2
$124.9M assets
Health & Benefits
1
$4.8M premiums
Participants
719
156 WEST 56TH STREET, 23RD FLOOR - NEW YORK, NY 10019212-237-1000windelsmarx.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $124.9M assets / 455 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- T ROWE PRICE RPS INC$124.9M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.8M premiums / 253 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.3M
- Long-term disability$304K
- Life$296K
- Short-term disability$262K
- Vision$78K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WINDELS MARX LANE & MITTENDORF, LLP PROFIT SHARING 401(K) PLAN
401(k)
Assets$75.4M
Participants293
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WINDELS MARX LANE & MITTENDORF, LLP RETIREMENT PLAN AND TRUST
Other DC
Assets$49.6M
Participants162
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WINDELS MARX LANE & MITTENDORF, LLP WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.8M
Covered lives253
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WINDELS MARX LANE & MITTENDORF, LLP PROFIT SHARING 401(K) PLAN | 401(k) | $75.4M | 293 | 2025 |
| #001 | WINDELS MARX LANE & MITTENDORF, LLP RETIREMENT PLAN AND TRUST | Other DC | $49.6M | 162 | 2025 |
- #002 · 401(k) · 2025293
- #001 · Other DC · 2025162
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WINDELS MARX LANE & MITTENDORF, LLP WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $4.8M | 253 | 2025 |
- #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025253
Retirement plans
Health & Benefits plans