Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL STEWART FRANKEL
EIN 13-3263741Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
7
275 MADISON AVE ROOM 621 - NEW YORK, NY 10016212-888-5100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 7 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#004
MICHAEL STEWART FRANKEL CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MICHAEL STEWART FRANKEL 401(K) PROFIT SHARING PLAN
401k
Assets$477K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MICHAEL STEWART FRANKEL CASH BALANCE PLAN | CashBalance | $1.3M | 3 | 2024 | |
| 003 | MICHAEL STEWART FRANKEL 401(K) PROFIT SHARING PLAN | 401k | $477K | 4 | 2024 |
Retirement plans