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Sponsor portfolio

ROBERT LANGWEIL, CFP

EIN 20-5246760-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
4
61 SOUTH MAIN ST SUITE 205A - WEST HARTFORD, CT 06107860-308-2023
Plans on this EIN
2 filings
#001401k-$1.4M - 2 part#002CashBalance-$198K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • LANGWEIL, CFP 401(K) (#001)88%
  • CASH BALANCE PLAN (#002)12%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LANGWEIL, CFP 401(K) (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click 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

ROBERT LANGWEIL, CFP 401(K) PLAN

401k

Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROBERT LANGWEIL, CFP CASH BALANCE PLAN

CashBalance

Assets$198K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT LANGWEIL, CFP 401(K) PLAN401k$1.4M22025
002ROBERT LANGWEIL, CFP CASH BALANCE PLANCashBalance$198K22025
Retirement plans
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