Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERGMAN, BERGMAN, FIELDS AND LAMONSOFF, LLP
EIN 20-0894632legal servicesLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
49
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 49 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#002
BERGMAN, BERGMAN, FIELDS AND LAMONSOFF, LLP CASH BALANCE PLAN
CashBalance
Assets$4.1M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BERGMAN, BERGMAN, FIELDS AND LAMONSOFF, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$1.2M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERGMAN, BERGMAN, FIELDS AND LAMONSOFF, LLP CASH BALANCE PLAN | CashBalance | $4.1M | 23 | 2024 | |
| 001 | BERGMAN, BERGMAN, FIELDS AND LAMONSOFF, LLP 401(K) PROFIT SHARING PLAN | 401k | $1.2M | 26 | 2024 |
Retirement plans