Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELIZABETH A. CITRIN PC
EIN 20-1221065law practiceLatest filing 2024
Plans
2
Retirement
2
$345K assets
Welfare
0
Participants
4
28311 N MAIN ST STE B103 - DAPHNE, AL 36526251-626-8808elizabethcitrin.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $345K 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
ELIZABETH A. CITRIN PC CASH BALANCE PLAN
CashBalance
Assets$246K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ELIZABETH A. CITRIN PC PROFIT SHARING PLAN
ProfitSharing
Assets$99K
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 | |
|---|---|---|---|---|---|---|
| 002 | ELIZABETH A. CITRIN PC CASH BALANCE PLAN | CashBalance | $246K | 2 | 2024 | |
| 001 | ELIZABETH A. CITRIN PC PROFIT SHARING PLAN | ProfitSharing | $99K | 2 | 2024 |
Retirement plans