Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRIAN ALPERSTEIN
EIN 20-4129126Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
26
1250 CONNECTICUT AVE - WASHINGTON, DC 20036202-261-3519
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 26 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
BRIAN ALPERSTEIN PLLC CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BRIAN ALPERSTEIN PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants15
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 | BRIAN ALPERSTEIN PLLC CASH BALANCE PLAN | CashBalance | $2.6M | 11 | 2024 | |
| 002 | BRIAN ALPERSTEIN PLLC 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 15 | 2024 |
Retirement plans