Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
LAW OFFICES OF H. JEFFREY MARCUS, P.C.
EIN 26-2173111legal servicesLatest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
17
19 LIMESTONE DRIVE, SUITE 3 - WILLIAMSVILLE, NY 14221716-634-2753LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 17 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#004
LAW OFFICES OF H. JEFFREY MARCUS P.C. CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICES OF H. JEFFREY MARCUS PC 401K PLAN
401k
Assets$1.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | LAW OFFICES OF H. JEFFREY MARCUS P.C. CASH BALANCE PLAN | CashBalance | $3.2M | 8 | 2024 | |
| 001 | LAW OFFICES OF H. JEFFREY MARCUS PC 401K PLAN | 401k | $1.8M | 9 | 2024 |
Retirement plans