Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
DAVID CARRIE LLC
EIN 20-3590759legal servicesLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
17
155 E 55TH ST APT 4K - NEW YORK, NY 100224238917-922-5031davidcarrie.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 17 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#001
DAVID CARRIE LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DAVID CARRIE LLC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID CARRIE LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 9 | 2025 | |
| 002 | DAVID CARRIE LLC CASH BALANCE PLAN | CashBalance | $1.1M | 8 | 2025 |
Retirement plans