Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STULBERG & WALSH, LLP
EIN 13-3309770law practiceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
21
14 WALL ST. STE 5G - NEW YORK, NY 10005212-268-1000stulbergwalsh.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 21 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
STULBERG & WALSH, LLP PROFIT SHARING PLAN
401k
Assets$1.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STULBERG & WALSH, LLP DEFINED BENEFIT PLAN
TraditionalDB
Assets$752K
Participants8
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 | STULBERG & WALSH, LLP PROFIT SHARING PLAN | 401k | $1.5M | 13 | 2024 | |
| 002 | STULBERG & WALSH, LLP DEFINED BENEFIT PLAN | TraditionalDB | $752K | 8 | 2024 |
Retirement plans