Assets by plan
Share of aggregate retirement assets
- BALKAN 401-K PLAN (#007)$19.3M
Filings through .
Labbate, Balkan, Colavita & Contini, LLP
EIN 13-3086010Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$23.3M assets
Health & Benefits
0
Participants
67
3 HUNTINGTON QUADRANGLE, SUITE 102S - MELVILLE, NY 11747516-294-8844
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.3M assets / 67 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#007
L'ABBATE & BALKAN 401-K PLAN
401(k)
Assets$19.3M
Participants36
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
L'ABBATE & BALKAN 401-K PLAN FOR ASSOCIATES
401(k)
Assets$4.1M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #007 | L'ABBATE & BALKAN 401-K PLAN | 401(k) | $19.3M | 36 | 2025 |
| #006 | L'ABBATE & BALKAN 401-K PLAN FOR ASSOCIATES | 401(k) | $4.1M | 31 | 2025 |
- #007 · 401(k) · 202536
- #006 · 401(k) · 202531
Retirement plans