Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WAIS, VOGELSTEIN, FORMAN, KOCH & NORMAN, LLC
EIN 27-2450611legal servicesLatest filing 2025
Plans
2
Retirement
2
$17.9M assets
Welfare
0
Participants
119
1829 REISTERSTOWN ROAD, SUITE 425 - BALTIMORE, MD 21208410-998-3600malpracticeteam.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.9M assets / 119 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
WAIS & VOGELSTEIN, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$9.0M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WAIS & VOGELSTEIN, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$8.9M
Participants54
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 | WAIS & VOGELSTEIN, LLC 401(K) PROFIT SHARING PLAN | 401k | $9.0M | 65 | 2025 | |
| 002 | WAIS & VOGELSTEIN, LLC CASH BALANCE PENSION PLAN | CashBalance | $8.9M | 54 | 2025 |
Retirement plans