Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCHWAB & GASPARINI PLLC
EIN 26-1562045law practiceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
50
1441 ROUTE 22, SUITE 206 - BREWSTER, NY 10509914-304-4353schwabgasparini.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 50 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#001
SCHWAB & GASPARINI PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.9M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SCHWAB & GASPARINI PLLC CASH BALANCE PLAN
CashBalance
Assets$303K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHWAB & GASPARINI PLLC 401(K) PROFIT SHARING PLAN | 401k | $3.9M | 31 | 2024 | |
| 002 | SCHWAB & GASPARINI PLLC CASH BALANCE PLAN | CashBalance | $303K | 19 | 2024 |
Retirement plans