Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
FRANKEL LERNER & O'CONNOR, INC.
EIN 26-3669533insuranceLatest filing 2024
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
21
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 21 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
STEPHEN B. FRANKEL & CO. PENSION PLAN
401k
Assets$4.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STEPHEN B. FRANKEL & CO. CASH BALANCE PLAN
CashBalance
Assets$2.4M
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 | |
|---|---|---|---|---|---|---|
| 001 | STEPHEN B. FRANKEL & CO. PENSION PLAN | 401k | $4.6M | 12 | 2024 | |
| 002 | STEPHEN B. FRANKEL & CO. CASH BALANCE PLAN | CashBalance | $2.4M | 9 | 2024 |
Retirement plans