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Sponsor portfolio

CHELLI & BUSH

EIN 13-3522447-legal services-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
26
149 NEW DORP LN - STATEN ISLAND, NY 10306718-987-8444chelliandbush.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filings
#001401k-$1.1M - 20 part#002CashBalance-$1.0M - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • & BUSH 401(K) (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & BUSH 401(K) (#001)20
  • CASH BALANCE PLAN (#002)6
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHELLI & BUSH 401(K) PLAN

401k

Assets$1.1M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHELLI & BUSH CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHELLI & BUSH 401(K) PLAN401k$1.1M202025
002CHELLI & BUSH CASH BALANCE PLANCashBalance$1.0M62024
Retirement plans
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