Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WELBY, BRADY & GREENBLATT, LLP
EIN 13-3864481law practiceLatest filing 2025
Plans
2
Retirement
2
$23.9M assets
Welfare
0
Participants
44
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.9M assets / 44 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
WELBY, BRADY & GREENBLATT, LLP PROFIT SHARING PLAN
401k
Assets$22.8M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants10
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 | WELBY, BRADY & GREENBLATT, LLP PROFIT SHARING PLAN | 401k | $22.8M | 34 | 2025 | |
| 004 | WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PLAN | CashBalance | $1.1M | 10 | 2024 |
Retirement plans