Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
DON BUCHWALD AND ASSOCIATES
EIN 13-2891776Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$14.7M assets
Welfare
0
Participants
230
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.7M assets / 230 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
DON BUCHWALD AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$8.8M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DON BUCHWALD AND ASSOCIATES PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$5.8M
Participants106
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 | DON BUCHWALD AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $8.8M | 124 | 2024 | |
| 002 | DON BUCHWALD AND ASSOCIATES PROFIT SHARING PLAN AND TRUST | ProfitSharing | $5.8M | 106 | 2024 |
Retirement plans