Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $2.3M assets / 11 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | LAUBY, MANKIN & LAUBY LLP RETIREMENT PLAN | Traditional DB | $1.4M | 5 | 2024 |
| #002 | FERNANDEZ & LAUBY LLP EMPLOYEES' RETIREMENT PLAN | Profit-sharing | $941K | 6 | 2025 |