Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHENDELL & POLLOCK, P.L.
EIN 20-5707045law practiceLatest filing 2024
Plans
3
Retirement
3
$4.7M assets
Welfare
0
Participants
45
2700 N. MILITARY TRAIL, SUITE 150 - BOCA RATON, FL 33431561-241-2323shendellpollock.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $4.7M assets / 45 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
SHENDELL & POLLOCK, P.L. 401(K) PLAN
401k
Assets$2.9M
Participants30
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
SHENDELL & POLLOCK, P.L. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SHENDELL & POLLOCK, P.L. EMPLOYEES' 401(K) PLAN
401k
Assets$21K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHENDELL & POLLOCK, P.L. 401(K) PLAN | 401k | $2.9M | 30 | 2024 | |
| 003 | SHENDELL & POLLOCK, P.L. CASH BALANCE PLAN | CashBalance | $1.8M | 12 | 2024 | |
| 002 | SHENDELL & POLLOCK, P.L. EMPLOYEES' 401(K) PLAN | 401k | $21K | 3 | 2024 |
Retirement plans