Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SIEGEL JENNINGS CO., L.P.A.
EIN 34-1190975Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$15.5M assets
Welfare
1
Participants
115
23425 COMMERCE PARK DRIVE, STE 103 - CLEVELAND, OH 44122216-763-1004
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $15.5M assets / 76 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#003
SIEGEL JENNINGS CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$10.1M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SIEGEL JENNINGS CO., L.P.A. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$5.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIEGEL JENNINGS CO LPA SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SIEGEL JENNINGS CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $10.1M | 53 | 2025 | |
| 004 | SIEGEL JENNINGS CO., L.P.A. DEFINED BENEFIT PENSION PLAN | CashBalance | $5.4M | 23 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIEGEL JENNINGS CO LPA SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans