Assets by plan
Share of aggregate retirement assets
Filings through .
Richard A. Weintraub PC
EIN 20-2306769Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$1.4M assets
Health & Benefits
1
Participants
9
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $1.4M assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
RICHARD WEINTRAUB PC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$1.3M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RICHARD A. WEINTRAUB PC PROFIT SHARING PLAN
Profit-sharing
Assets$84K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
RICHARD WEINTRAUB PC DEFINED BENEFIT PENSION PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | RICHARD WEINTRAUB PC DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.3M | 3 | 2025 |
| #001 | RICHARD A. WEINTRAUB PC PROFIT SHARING PLAN | Profit-sharing | $84K | 3 | 2025 |
- #002 · Traditional DB · 20253
- #001 · Profit-sharing · 20253
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | RICHARD WEINTRAUB PC DEFINED BENEFIT PENSION PLAN | Self-funded | - | $0 | 0 | 2025 |
- #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans