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  2. LAW OFFICE OF MICHAEL H JOSEPH
Sponsor portfolio

LAW OFFICE OF MICHAEL H JOSEPH

EIN 27-2439681-law practice-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
27
203 E POST RD - WHITE PLAINS, NY 106014902914-574-8330LinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$685K - 19 part#002CashBalance-$610K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN & TRUST (#001)53%
  • CASH BALANCE PENSION (#002)47%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)19
  • CASH BALANCE PENSION (#002)8
Total 27Click 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

LAW OFFICE OF MICHAEL H JOSEPH 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$685K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

LAW OFFICE OF MICHAEL H. JOSEPH, P.L.L.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$610K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAW OFFICE OF MICHAEL H JOSEPH 401(K) PROFIT SHARING PLAN & TRUST401k$685K192025
002LAW OFFICE OF MICHAEL H. JOSEPH, P.L.L.C. CASH BALANCE PENSION PLANCashBalance$610K82024
Retirement plans
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