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  2. HANNUM FERETIC PRENDERGAST & MERLINO, LLC
Sponsor portfolio

HANNUM FERETIC PRENDERGAST & MERLINO, LLC

EIN 27-0181890-law practice-Latest filing 2024
Plans
2
Retirement
2
$19.8M assets
Welfare
0
Participants
116
55 BROADWAY, SUITE 202 - NEW YORK, NY 10006646-784-5004hfpmlaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$17.0M - 72 part#003CashBalance-$2.8M - 44 part

Retirement portfolio analytics

2 plans aggregated / $19.8M assets / 116 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#001)86%
  • CASH BALANCE PLAN (#003)14%
Total $19.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)72
  • CASH BALANCE PLAN (#003)44
Total 116Click 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

HANNUM FERETIC PRENDERGAST & MERLINO, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$17.0M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HANNUM FERETIC PRENDERGAST & MERLINO , LLC CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HANNUM FERETIC PRENDERGAST & MERLINO, LLC 401(K) PROFIT SHARING PLAN401k$17.0M722024
003HANNUM FERETIC PRENDERGAST & MERLINO , LLC CASH BALANCE PLANCashBalance$2.8M442024
Retirement plans
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