Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THWAITES, LUNDGREN & D'ARCY
EIN 20-3546432law practiceLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
16
173 HALSTEAD AVENUE - HARRISON, NY 10528914-789-5020thwaiteslegal.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 16 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
THWAITES, LUNDGREN & D'ARCY DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THWAITES, LUNDGREN & D'ARCY 401(K) PROFIT SHARING PLAN
401k
Assets$2.0M
Participants9
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 | THWAITES, LUNDGREN & D'ARCY DEFINED BENEFIT PLAN | TraditionalDB | $3.3M | 7 | 2024 | |
| 001 | THWAITES, LUNDGREN & D'ARCY 401(K) PROFIT SHARING PLAN | 401k | $2.0M | 9 | 2024 |
Retirement plans