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Sponsor portfolio

HARDING MAZZOTTI, LLP

EIN 14-1773128-law practice-Latest filing 2025
Plans
3
Retirement
2
$41.5M assets
Welfare
1
$141K premiums
Participants
453
1 WALL STREET - ALBANY, NY 12205518-556-34151800law1010.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$36.4M - 151 part#003CashBalance-$5.1M - 143 part#501Mixed-$141K - 159 lives

Retirement portfolio analytics

2 plans aggregated / $41.5M assets / 294 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#002)88%
  • CASH BALANCE PLAN (#003)12%
Total $41.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)151
  • CASH BALANCE PLAN (#003)143
Total 294Click row to drill in

Benefits portfolio analytics

1 plan / $141K premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$141K
  • Dental$126K
  • Vision$126K
  • Life$126K
  • Short-term disability$126K
  • Long-term disability$126K
Total $141K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA89%
  • UCM DIGITAL HEALTH9%
  • FABRIC LABS, INC.2%
Total $141K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSHALL & STERLING EMPLOYEE BENEFI100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HARDING MAZZOTTI, LLP PROFIT SHARING PLAN

401k

Assets$36.4M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HARDING MAZZOTTI, LLP CASH BALANCE PLAN

CashBalance

Assets$5.1M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARDING MAZZOTTI, LLP EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$141K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HARDING MAZZOTTI, LLP PROFIT SHARING PLAN401k$36.4M1512024
003HARDING MAZZOTTI, LLP CASH BALANCE PLANCashBalance$5.1M1432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARDING MAZZOTTI, LLP EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$141K1592025
Retirement plans
Welfare plans
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