Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBBINS, SCHWARTZ, NICHOLAS, LIFTON & TAYLOR, LTD
EIN 36-2850001Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$39.3M assets
Welfare
0
Participants
134
190 S LASALLE ST, SUITE 2550 - CHICAGO, IL 606035144312-332-7760
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $39.3M assets / 134 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
ROBBINS, SCHWARTZ, NICHOLAS, LIFTON & TAYLOR, LTD 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$35.9M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ROBBINS, SCHWARTZ, NICHOLAS, LIFTON & TAYLOR, LTD. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.3M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROBBINS, SCHWARTZ, NICHOLAS, LIFTON & TAYLOR, LTD 401(K) PROFIT SHARING PLAN & TRUST | 401k | $35.9M | 101 | 2025 | |
| 005 | ROBBINS, SCHWARTZ, NICHOLAS, LIFTON & TAYLOR, LTD. CASH BALANCE PENSION PLAN | CashBalance | $3.3M | 33 | 2025 |
Retirement plans