Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRACEY SPENCER WALSH ESQ.
EIN 13-3988166Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
13
35 E. GRASSY SPRAIN ROAD, SUITE 400 - YONKERS, NY 10710212-401-1959
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 13 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#002
TRACEY SPENCER WALSH ESQ. CASH BALANCE PLAN
CashBalance
Assets$855K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRACEY SPENCER WALSH ESQ. 401(K) RETIREMENT PLAN
401k
Assets$250K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRACEY SPENCER WALSH ESQ. CASH BALANCE PLAN | CashBalance | $855K | 5 | 2024 | |
| 001 | TRACEY SPENCER WALSH ESQ. 401(K) RETIREMENT PLAN | 401k | $250K | 8 | 2024 |
Retirement plans