Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LITMAN, ASCHE & GIOIELLA
EIN 13-3143747legal servicesLatest filing 2024
Plans
2
Retirement
2
$11.0M assets
Welfare
0
Participants
10
350 CENTRAL PARK WEST, SUITE 10F - NEW YORK, NY 10025212-809-4500LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.0M assets / 10 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
LITMAN, ASCHE, LUPKIN & GIOIELLA PROFIT SHARING PLAN
ProfitSharing
Assets$9.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LITMAN, ASCHE, LUPKIN & GIOIELLA TARGET BENEFIT PLAN
TargetBenefit
Assets$1.2M
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 | LITMAN, ASCHE, LUPKIN & GIOIELLA PROFIT SHARING PLAN | ProfitSharing | $9.9M | 7 | 2024 | |
| 001 | LITMAN, ASCHE, LUPKIN & GIOIELLA TARGET BENEFIT PLAN | TargetBenefit | $1.2M | 3 | 2024 |
Retirement plans