Assets by plan
Share of aggregate retirement assets
Filings through .
Lerner David LLP
EIN 22-2269956law practiceLatest filing 2025
Plans
4
Retirement
2
$66.3M assets
Health & Benefits
2
$306K premiums
Participants
279
20 COMMERCE DRIVE - CRANFORD, NJ 07016908-654-5000lernerdavid.comLinkedIn51-200 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $66.3M assets / 175 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $306K premiums / 126 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$214K
- Life$134K
- Long-term disability$134K
- Health$93K
- Dental$93K
- Vision$93K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LERNER DAVID RETIREMENT PLAN
401(k)
Assets$66.3M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
LERNER DAVID LLP RETIREMENT PLAN 2
401(k)
Assets$46K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
LERNER, DAVID, LITTENBERG, KRUMHOLZ & MENTLIK MEDICAL PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$306K
Covered lives126
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
LERNER, DAVID, LITTENBERG, KRUMHOLZ & MENTLIK CAFETERIA PLAN
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LERNER DAVID RETIREMENT PLAN | 401(k) | $66.3M | 166 | 2025 |
| #006 | LERNER DAVID LLP RETIREMENT PLAN 2 | 401(k) | $46K | 9 | 2025 |
- #001 · 401(k) · 2025166
- #006 · 401(k) · 20259
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | LERNER, DAVID, LITTENBERG, KRUMHOLZ & MENTLIK MEDICAL PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $306K | 126 | 2025 |
| #504 | LERNER, DAVID, LITTENBERG, KRUMHOLZ & MENTLIK CAFETERIA PLAN | Unknown | - | $0 | 0 | 2025 |
- #502 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025126
- #504 · Unknown · 20250
Retirement plans
Health & Benefits plans