Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAURENCE P. POSNER, PC
EIN 20-8433343Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$431K assets
Welfare
0
Participants
14
388 E. VALLEY BOULEVARD, SUITE 205 - ALHAMBRA, CA 91801626-979-5658
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $431K assets / 14 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
LAURENCE P. POSNER, PC CASH BALANCE PLAN
CashBalance
Assets$303K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAURENCE P. POSNER, PC 401(K) PROFIT SHARING PLAN
401k
Assets$128K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAURENCE P. POSNER, PC CASH BALANCE PLAN | CashBalance | $303K | 7 | 2024 | |
| 002 | LAURENCE P. POSNER, PC 401(K) PROFIT SHARING PLAN | 401k | $128K | 7 | 2024 |
Retirement plans