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  2. Siebert Williams Shank & Co., LLC

Filings through Oct 24, 2026.

Siebert Williams Shank & Co., LLC

EIN 13-3932653-investment banking-Latest filing 2025
Plans
1
Retirement
1
$65.0M assets
Health & Benefits
0
Participants
205
100 WALL ST, 18TH FLOOR - NEW YORK CITY, NY 10005510-645-2245siebertwilliams.comLinkedIn51-200 employeesinvestment banking
Plans on this EIN
1 filing
#002401(k)-$65.0M - 205 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

SIEBERT WILLIAMS SHANK & CO., LLC 401K SAVINGS PLAN

401(k)

Assets$65.0M
Participants205
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SIEBERT WILLIAMS SHANK & CO., LLC 401K SAVINGS PLAN401(k)$65.0M2052025
  • SIEBERT WILLIAMS SHANK & CO., LLC 401K SAVINGS PLAN$65.0M
    #002 · 401(k) · 2025205
Retirement plans
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