Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
SOUBRIET BYRNE & ASSOCIATES, INC.
EIN 13-3993666Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
10
81 PONDFIELD ROAD, SUITE D237 - BRONXVILLE, NY 10708212-929-3734
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 10 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
SOUBRIET BYRNE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SBA AND DUB7 PLAN
CashBalance
Assets$311K
Participants5
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 | SOUBRIET BYRNE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 5 | 2024 | |
| 003 | SBA AND DUB7 PLAN | CashBalance | $311K | 5 | 2024 |
Retirement plans