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Sponsor portfolio

CLAIMS WORLDWIDE LLC

EIN 27-4676750-legal services-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
15
1240 OLD YORK RD., STE 101 - WARMINSTER, PA 18974215-230-0800LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401k-$1.9M - 8 part#002CashBalance-$314K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

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

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • CASH BALANCE PLAN (#002)7
Total 15Click 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

CLAIMS WORLDWIDE LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ZENSTEIN KOVALSKY, LLC CASH BALANCE PLAN

CashBalance

Assets$314K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLAIMS WORLDWIDE LLC 401(K) PROFIT SHARING PLAN401k$1.9M82025
002ZENSTEIN KOVALSKY, LLC CASH BALANCE PLANCashBalance$314K72024
Retirement plans
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