Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $8.2M assets / 29 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Other DC
Cash balance
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | GREENBERG DAUBER EPSTEIN & TUCKER RETIREMENT PLAN | Other DC | $5.3M | 12 | 2024 |
| #004 | GREENBERG DAUBER EPSTEIN & TUCKER CASH BALANCE PLAN | Cash balance | $2.2M | 11 | 2024 |
| #002 | GREENBERG DAUBER EPSTEIN & TUCKER 401K SAVINGS PLAN | 401(k) | $698K | 6 | 2025 |