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Sponsor portfolio

ROONEY LAW

EIN 27-0796061-law practice-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
16
300 PARK AVENUE - NEW YORK, NY 10022212-545-8022rooney.lawLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$1.9M - 3 part#001ProfitSharing-$313K - 13 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • DEFINED BENEFIT PLAN (#002)86%
  • PROFIT SHARING PLAN (#001)14%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)13
  • DEFINED BENEFIT PLAN (#002)3
Total 16Click 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#002

ROONEY LAW DEFINED BENEFIT PLAN

CashBalance

Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROONEY LAW PROFIT SHARING PLAN

ProfitSharing

Assets$313K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROONEY LAW DEFINED BENEFIT PLANCashBalance$1.9M32024
001ROONEY LAW PROFIT SHARING PLANProfitSharing$313K132024
Retirement plans
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