Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
NEWMAN, ANZALONE & NEWMAN, LLP
EIN 20-0426884Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
40
95-25 QUEENS BOULEVARD - 11TH FLOOR - REGO PARK, NY 11374718-896-2700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 40 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
NEWMAN, ANZALONE & NEWMAN, LLP CASH BALANCE PLAN AND TRUST
CashBalance
Assets$2.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEWMAN, ANZALONE & NEWMAN, LLP RETIREMENT PLAN AND TRUST
ProfitSharing
Assets$1.0M
Participants21
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 | NEWMAN, ANZALONE & NEWMAN, LLP CASH BALANCE PLAN AND TRUST | CashBalance | $2.5M | 19 | 2024 | |
| 002 | NEWMAN, ANZALONE & NEWMAN, LLP RETIREMENT PLAN AND TRUST | ProfitSharing | $1.0M | 21 | 2024 |
Retirement plans