Assets by plan
Share of aggregate retirement assets
Filings through .
Welby, Brady & Greenblatt, LLP
EIN 13-3864481law practiceLatest filing 2025
Plans
2
Retirement
2
$24.3M assets
Health & Benefits
0
Participants
46
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.3M assets / 46 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WELBY, BRADY & GREENBLATT, LLP PROFIT SHARING PLAN
401(k)
Assets$22.8M
Participants34
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PLAN
Cash balance
Assets$1.5M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WELBY, BRADY & GREENBLATT, LLP PROFIT SHARING PLAN | 401(k) | $22.8M | 34 | 2025 |
| #004 | WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PLAN | Cash balance | $1.5M | 12 | 2025 |
- #001 · 401(k) · 202534
- #004 · Cash balance · 202512
Retirement plans