Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT WINTERS, ESQ.
EIN 22-3458174legal servicesLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 4 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#003
ROBERT WINTERS, ESQ. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT WINTERS, ESQ. PROFIT SHARING PLAN
ProfitSharing
Assets$507K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROBERT WINTERS, ESQ. DEFINED BENEFIT PLAN | TraditionalDB | $2.9M | 2 | 2024 | |
| 001 | ROBERT WINTERS, ESQ. PROFIT SHARING PLAN | ProfitSharing | $507K | 2 | 2024 |
Retirement plans