Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERKMAN BOTTGER NEWMAN & SCHEIN, LLP
EIN 13-3732251law practiceLatest filing 2025
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
73
521 FIFTH AVE - 31ST FLOOR - NEW YORK, NY 10175212-867-9123berkbot.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 73 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
BERKMAN BOTTGER NEWMAN & SCHEIN, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$6.9M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BERKMAN BOTTGER NEWMAN & SCHEIN, LLP CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants29
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 | BERKMAN BOTTGER NEWMAN & SCHEIN, LLP 401(K) PROFIT SHARING PLAN | 401k | $6.9M | 44 | 2025 | |
| 004 | BERKMAN BOTTGER NEWMAN & SCHEIN, LLP CASH BALANCE PLAN | CashBalance | $2.4M | 29 | 2025 |
Retirement plans