Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERLING ROOKS HUNTER MCKOY WOROB & AVERILL LLP
EIN 13-3861730legal servicesLatest filing 2025
Plans
3
Retirement
3
$14.6M assets
Welfare
0
Participants
39
119 5TH AVENUE, 3RD FLOOR - NEW YORK, NY 10003212-245-7300srfllp.comLinkedIn11-50 employeeslegal services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $14.6M assets / 39 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
SERLING ROOKS HUNTER MCKOY & WOROB, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$8.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SERLING ROOKS HUNTER MCKOY WOROB AVERILL, LLP CASH BALANCE PLAN
CashBalance
Assets$5.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SERLING ROOKS HUNTER MCKOY & WOROB, LLP 401(K) PROFIT SHARING PLAN FOR ASSOCIATE ATTORNEYS
401k
Assets$474K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SERLING ROOKS HUNTER MCKOY & WOROB, LLP 401(K) PROFIT SHARING PLAN | 401k | $8.6M | 15 | 2025 | |
| 003 | SERLING ROOKS HUNTER MCKOY WOROB AVERILL, LLP CASH BALANCE PLAN | CashBalance | $5.5M | 17 | 2025 | |
| 002 | SERLING ROOKS HUNTER MCKOY & WOROB, LLP 401(K) PROFIT SHARING PLAN FOR ASSOCIATE ATTORNEYS | 401k | $474K | 7 | 2025 |
Retirement plans