Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LISA RUBIN KORNBLAU
EIN 13-3474953health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
4
225 ALBON ROAD - HEWLETT, NY 115572636212-974-9144LinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 4 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
LISA RUBIN KORNBLAU DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LISA RUBIN KORNBLAU PROFIT SHARING PLAN
401k
Assets$2.2M
Participants2
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 | LISA RUBIN KORNBLAU DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.0M | 2 | 2024 | |
| 001 | LISA RUBIN KORNBLAU PROFIT SHARING PLAN | 401k | $2.2M | 2 | 2024 |
Retirement plans