Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERIBERTO J RODRIGUEZ, PLLC
EIN 26-2171369Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$505K assets
Welfare
0
Participants
4
1410 WHITE PLAINS RD. - BRONX, NY 10462718-792-7100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $505K 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
HERIBERTO J RODRIGUEZ, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$380K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HERIBERTO J. RODRIGUEZ, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$125K
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 | HERIBERTO J RODRIGUEZ, PLLC CASH BALANCE PENSION PLAN | CashBalance | $380K | 2 | 2024 | |
| 001 | HERIBERTO J. RODRIGUEZ, PLLC 401(K) PROFIT SHARING PLAN | 401k | $125K | 2 | 2024 |
Retirement plans