Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETER AXELROD & ASSOCIATES, P.C.
EIN 13-3845901insuranceLatest filing 2025
Plans
2
Retirement
2
$11.0M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.0M assets / 18 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
PETER AXELROD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$5.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETER AXELROD & ASSOCIATES, P.C. CASH BALANCE PLAN
CashBalance
Assets$5.3M
Participants9
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 | PETER AXELROD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | 401k | $5.7M | 9 | 2025 | |
| 002 | PETER AXELROD & ASSOCIATES, P.C. CASH BALANCE PLAN | CashBalance | $5.3M | 9 | 2024 |
Retirement plans