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  2. BARASCH & MCGARRY, PC DBA BARASCH MCGARRY SALZMAN & PENSON
Sponsor portfolio

BARASCH & MCGARRY, PC DBA BARASCH MCGARRY SALZMAN & PENSON

EIN 13-3806401-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$34.4M assets
Welfare
0
Participants
457
11 PARK PLACE, SUITE 1801 - NEW YORK, NY 10007212-385-8000
Plans on this EIN
2 filings
#001401k-$19.3M - 281 part#002CashBalance-$15.1M - 176 part

Retirement portfolio analytics

2 plans aggregated / $34.4M assets / 457 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN & TRUST (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $34.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)281
  • CASH BALANCE PLAN (#002)176
Total 457Click 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

BARASCH & MCGARRY, PC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$19.3M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BARASCH & MCGARRY, PC CASH BALANCE PLAN

CashBalance

Assets$15.1M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BARASCH & MCGARRY, PC 401(K) PROFIT SHARING PLAN & TRUST401k$19.3M2812024
002BARASCH & MCGARRY, PC CASH BALANCE PLANCashBalance$15.1M1762024
Retirement plans
Welfare plans
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