Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLIFFORD J. STERN, LLC
EIN 20-0322896Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
4
16 MADISON SQ. PARK WEST SUITE 980 - NEW YORK, NY 10010212-813-1515
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 4 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#001
CLIFFORD J. STERN, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLIFFORD J. STERN, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$109K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLIFFORD J. STERN, LLC DEFINED BENEFIT PLAN | TraditionalDB | $1.5M | 2 | 2025 | |
| 002 | CLIFFORD J. STERN, LLC PROFIT SHARING PLAN | ProfitSharing | $109K | 2 | 2025 |
Retirement plans