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Sponsor portfolio

SOLOMON J. BORG, PC

EIN 13-3687641-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
8
1633 BROADWAY - 46TH FLOOR - NEW YORK, NY 10019212-983-9611
Plans on this EIN
2 filings
#001TraditionalDB-$2.7M - 4 part#002401k-$670K - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • DEFINED BENEFIT PLAN (#001)80%
  • PC 401K PLAN (#002)20%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)4
  • PC 401K PLAN (#002)4
Total 8Click 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

SOLOMON J. BORG, PC DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOLOMON J. BORG, PC 401K PLAN

401k

Assets$670K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOLOMON J. BORG, PC DEFINED BENEFIT PLANTraditionalDB$2.7M42024
002SOLOMON J. BORG, PC 401K PLAN401k$670K42024
Retirement plans
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