Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JERRY BLICKMAN, INC.
EIN 13-2960066wholesaleLatest filing 2025
Plans
2
Retirement
2
$10.9M assets
Welfare
0
Participants
11
ONE ROCKEFELLER PLAZA, SUITE 1708 - NEW YORK, NY 10020212-265-5600jerryblickman.comLinkedIn1-10 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.9M assets / 11 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#002
JERRY BLICKMAN, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$8.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JERRY BLICKMAN, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JERRY BLICKMAN, INC. PROFIT SHARING PLAN | ProfitSharing | $8.6M | 8 | 2025 | |
| 003 | JERRY BLICKMAN, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.3M | 3 | 2025 |
Retirement plans