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Sponsor portfolio

ANSA ASSUNCAO, LLP

EIN 26-4164342-law practice-Latest filing 2024
Plans
3
Retirement
3
$13.3M assets
Welfare
0
Participants
52
1255 DRUMMERS LANE, SUITE 300 - WAYNE, PA 19087267-528-0750ansalaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$9.0M - 18 part#003401k-$3.1M - 16 part#004CashBalance-$1.2M - 18 part

Retirement portfolio analytics

3 plans aggregated / $13.3M assets / 52 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PROFIT SHARING PLAN (#001)68%
  • PARTNERS AND ASSOCIATES (#003)23%
  • CASH BALANCE PLAN (#004)9%
Total $13.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)18
  • CASH BALANCE PLAN (#004)18
  • PARTNERS AND ASSOCIATES (#003)16
Total 52Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ANSA ASSUNCAO, LLP 401K PROFIT SHARING PLAN

401k

Assets$9.0M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

ANSA ASSUNCAO LLP 401(K) SALARY DEFERRAL PLAN FOR NON-CAPITAL PARTNERS AND ASSOCIATES

401k

Assets$3.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

ANSA ASSUNCAO LLP RE-ESTABLISHED CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001ANSA ASSUNCAO, LLP 401K PROFIT SHARING PLAN401k$9.0M182024
003ANSA ASSUNCAO LLP 401(K) SALARY DEFERRAL PLAN FOR NON-CAPITAL PARTNERS AND ASSOCIATES401k$3.1M162024
004ANSA ASSUNCAO LLP RE-ESTABLISHED CASH BALANCE PLANCashBalance$1.2M182024
Retirement plans
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