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Sponsor portfolio

GERALD WEINBERG, P.C.

EIN 14-1548227-law practice-Latest filing 2025
Plans
3
Retirement
2
$11.8M assets
Welfare
1
Participants
34
41 STATE STREET-SUITE 700 - ALBANY, NY 12207800-342-9856weinbergpc.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
3 filings
#001TraditionalDB-$8.7M - 11 part#002401k-$3.1M - 12 part#001Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $11.8M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • P.C. EMPLOYEES PENSION (#001)74%
  • P.C. RETIREMENT PLAN (#002)26%
Total $11.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.C. RETIREMENT PLAN (#002)12
  • P.C. EMPLOYEES PENSION (#001)11
Total 23Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GERALD WEINBERG, P.C. EMPLOYEES PENSION PLAN

TraditionalDB

Assets$8.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GERALD WEINBERG, P.C. RETIREMENT PLAN

401k

Assets$3.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

GERALD WEINBERG, P.C. EMPLOYEES PENSION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GERALD WEINBERG, P.C. EMPLOYEES PENSION PLANTraditionalDB$8.7M112025
002GERALD WEINBERG, P.C. RETIREMENT PLAN401k$3.1M122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001GERALD WEINBERG, P.C. EMPLOYEES PENSION PLANSelf Funded-$002025
Retirement plans
Welfare plans
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