Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $31.5M assets / 147 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SICHENZIA ROSS FERENCE CARMEL LLP PROFIT SHARING PLAN | 401(k) | $31.3M | 147 | 2025 |
| #004 | SICHENZIA ROSS FERENCE LLP DEFINED BENEFIT PLAN | Cash balance | $160K | 0 | 2024 |