Sponsor portfolio
BERENSON & COMPANY, LLC
EIN 13-4100640investment bankingLatest filing 2025
Plans
1
Retirement
1
$9.5M assets
Welfare
0
Participants
52
667 MADISON AVENUE - NEW YORK, NY 10065212-935-7676berensonco.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERENSON & COMPANY, LLC 401(K) PLAN | 401k | $9.5M | 52 | 2025 |
Retirement plans