Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
SALZMAN FINANCIAL MANAGEMENT, LLC
EIN 20-1188689Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$945K assets
Welfare
0
Participants
4
182 GRASSY PLAIN STREET - BETHEL, CT 06801203-702-0162
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $945K 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#002
SALZMAN FINANCIAL MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$765K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SALZMAN FINANCIAL MANAGEMENT LLC 401K PLAN
401k
Assets$181K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SALZMAN FINANCIAL MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $765K | 2 | 2025 | |
| 001 | SALZMAN FINANCIAL MANAGEMENT LLC 401K PLAN | 401k | $181K | 2 | 2025 |
Retirement plans