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  2. KENNETH M. SUNBERG, PC
Sponsor portfolio

KENNETH M. SUNBERG, PC

EIN 22-3595866-law practice-Latest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
6
58 VOSE AVENUE - SOUTH ORANGE, NJ 07079973-762-7868sunberglaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 3 part#001401k-$612K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • SUNBERG, PC PENSION (#002)68%
  • PROFIT SHARING PLAN (#001)32%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUNBERG, PC PENSION (#002)3
  • PROFIT SHARING PLAN (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KENNETH M. SUNBERG, PC PENSION PLAN

CashBalance

Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KENNETH SUNBERG PROFIT SHARING PLAN

401k

Assets$612K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KENNETH M. SUNBERG, PC PENSION PLANCashBalance$1.3M32024
001KENNETH SUNBERG PROFIT SHARING PLAN401k$612K32024
Retirement plans
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