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Sponsor portfolio

LESTER SCHWAB KATZ & DWYER, LLP

EIN 13-2793173-law practice-Latest filing 2025
Plans
3
Retirement
2
$33.4M assets
Welfare
1
$67K premiums
Participants
178
100 WALL STREET - NEW YORK, NY 10005212-964-6611lskdnylaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$29.5M - 84 part#003401k-$3.9M - 46 part#508Fully Insured-$67K - 25 lives

Retirement portfolio analytics

2 plans aggregated / $33.4M assets / 130 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • 401(K) RETIREMENT PLAN (#002)88%
  • 401(K) RETIREMENT PLAN (#003)12%
Total $33.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)84
  • 401(K) RETIREMENT PLAN (#003)46
Total 130Click row to drill in

Benefits portfolio analytics

1 plan / $67K premiums / 25 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $67K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $12K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN

401k

Assets$29.5M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LESTER SCHWAB KATZ & DWYER ASSOCIATES 401(K) RETIREMENT PLAN

401k

Assets$3.9M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

LESTER SCHWAB KATZ& DWYER UNUM LONG-TERM DISABILITY PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$67K
Covered lives25
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN401k$29.5M842025
003LESTER SCHWAB KATZ & DWYER ASSOCIATES 401(K) RETIREMENT PLAN401k$3.9M462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508LESTER SCHWAB KATZ& DWYER UNUM LONG-TERM DISABILITY PLANFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$67K252025
Retirement plans
Welfare plans
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