Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARNER & DEVITA, P.C.
EIN 20-1685367law practiceLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
15
350 VETERANS MEMORIAL HWY - COMMACK, NY 11725631-543-7667accidentcounsel.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 15 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
CARNER & DEVITA, P.C. CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CARNER & DEVITA, P.C. 401(K) SAVINGS PLAN
401k
Assets$1.8M
Participants11
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 | CARNER & DEVITA, P.C. CASH BALANCE PLAN | CashBalance | $2.7M | 4 | 2025 | |
| 001 | CARNER & DEVITA, P.C. 401(K) SAVINGS PLAN | 401k | $1.8M | 11 | 2024 |
Retirement plans