Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL T. BARRETT, ESQUIRE, LLC
EIN 22-3723954Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$572K assets
Welfare
0
Participants
4
11 BROWN LANE - NEWTOWN, PA 18940215-595-6282
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $572K 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#002
MICHAEL T. BARRETT, ESQUIRE, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$541K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MICHAEL T. BARRETT, ESQUIRE, LLC 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$31K
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 | |
|---|---|---|---|---|---|---|
| 002 | MICHAEL T. BARRETT, ESQUIRE, LLC CASH BALANCE PENSION PLAN | CashBalance | $541K | 2 | 2024 | |
| 001 | MICHAEL T. BARRETT, ESQUIRE, LLC 401(K) PROFIT SHARING PLAN | ProfitSharing | $31K | 2 | 2024 |
Retirement plans