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Sponsor portfolio

SCHONBERG LAW OFFICES OF THE HUDSON VALLEY, PC

EIN 20-2397818-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
20
209 ROUTE 32, P.O. BOX 217 - CENTRAL VALLEY, NY 109170217845-928-3030
Plans on this EIN
2 filings
#001401k-$2.6M - 10 part#002CashBalance-$220K - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • OFFICE RETIREMENT PLAN (#001)92%
  • DEFINED BENEFIT PLAN (#002)8%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OFFICE RETIREMENT PLAN (#001)10
  • DEFINED BENEFIT PLAN (#002)10
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRUCE SCHONBERG LAW OFFICE RETIREMENT PLAN

401k

Assets$2.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRUCE SCHONBERG LAW OFFICE DEFINED BENEFIT PLAN

CashBalance

Assets$220K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRUCE SCHONBERG LAW OFFICE RETIREMENT PLAN401k$2.6M102024
002BRUCE SCHONBERG LAW OFFICE DEFINED BENEFIT PLANCashBalance$220K102024
Retirement plans
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