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Sponsor portfolio

SIMON GLUCK & KANE LLP

EIN 13-2802940-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$777K assets
Welfare
0
Participants
5
55 FRONT STREET - SUITE 8 - ROCKVILLE CENTRE, NY 11570212-775-0055
Plans on this EIN
2 filings
#001401k-$773K - 3 part#002CashBalance-$4K - 2 part

Retirement portfolio analytics

2 plans aggregated / $777K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • KANE RETIREMENT PLAN (#001)99%
  • GLUCK KANE PENSION (#002)1%
Total $777KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KANE RETIREMENT PLAN (#001)3
  • GLUCK KANE PENSION (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GLUCK KANE RETIREMENT PLAN

401k

Assets$773K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GLUCK KANE PENSION PLAN

CashBalance

Assets$4K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GLUCK KANE RETIREMENT PLAN401k$773K32025
002GLUCK KANE PENSION PLANCashBalance$4K22025
Retirement plans
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