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  2. Lester Schwab Katz & Dwyer, LLP
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Lester Schwab Katz & Dwyer, LLP

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

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $33.4M assets / 130 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#002)$29.5M
  • 401(K) RETIREMENT PLAN (#003)$3.9M
Total $33.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)84
  • 401(K) RETIREMENT PLAN (#003)46
Total 130Select a row to open it

Benefits portfolio analytics

1 plan / $67K premiums / 25 covered lives

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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

LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN

401(k)

Assets$29.5M
Participants84
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

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

401(k)

Assets$3.9M
Participants46
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508

LESTER SCHWAB KATZ& DWYER UNUM LONG-TERM DISABILITY PLAN

Fully insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$67K
Covered lives25
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN401(k)$29.5M842025
#003LESTER SCHWAB KATZ & DWYER ASSOCIATES 401(K) RETIREMENT PLAN401(k)$3.9M462025
  • LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN$29.5M
    #002 · 401(k) · 202584
  • LESTER SCHWAB KATZ & DWYER ASSOCIATES 401(K) RETIREMENT PLAN$3.9M
    #003 · 401(k) · 202546

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#508LESTER SCHWAB KATZ& DWYER UNUM LONG-TERM DISABILITY PLANFully insuredFIRST UNUM LIFE INSURANCE COMPANY$67K252025
  • LESTER SCHWAB KATZ& DWYER UNUM LONG-TERM DISABILITY PLAN$67K
    #508 · Fully insured · FIRST UNUM LIFE INSURANCE COMPANY · 202525
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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