Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PERLMAN & PERLMAN, LLP
EIN 20-0806281legal servicesLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
75
521 FIFTH AVENUE, 30TH FLOOR - NEW YORK, NY 10175212-889-0575perlmanandperlman.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 75 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
PERLMAN & PERLMAN LLP 401(K) PROFIT SHARING PLAN
401k
Assets$4.2M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
PERLMAN & PERLMAN, LLP CASH BALANCE PLAN
CashBalance
Assets$2.5M
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 | PERLMAN & PERLMAN LLP 401(K) PROFIT SHARING PLAN | 401k | $4.2M | 73 | 2024 | |
| 003 | PERLMAN & PERLMAN, LLP CASH BALANCE PLAN | CashBalance | $2.5M | 2 | 2025 |
Retirement plans