Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $460K assets / 3 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ELIZABETH A. CITRIN PC CASH BALANCE PLAN | Cash balance | $341K | 1 | 2025 |
| #001 | ELIZABETH A. CITRIN PC PROFIT SHARING PLAN | Profit-sharing | $119K | 2 | 2025 |