Assets by plan
Share of aggregate retirement assets
Filings through .
Brian Alperstein
EIN 20-4129126Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Health & Benefits
0
Participants
30
1250 CONNECTICUT AVE - WASHINGTON, DC 20036202-261-3519
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 30 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#001
BRIAN ALPERSTEIN PLLC CASH BALANCE PLAN
Cash balance
Assets$2.9M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BRIAN ALPERSTEIN PLLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.7M
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BRIAN ALPERSTEIN PLLC CASH BALANCE PLAN | Cash balance | $2.9M | 13 | 2025 |
| #002 | BRIAN ALPERSTEIN PLLC 401(K) PROFIT SHARING PLAN | 401(k) | $1.7M | 17 | 2025 |
- #001 · Cash balance · 202513
- #002 · 401(k) · 202517
Retirement plans