Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$35.9M
Filings through .
Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd
EIN 36-2850001Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$39.3M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
ROBBINS, SCHWARTZ, NICHOLAS, LIFTON & TAYLOR, LTD 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$35.9M
Participants101
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
ROBBINS, SCHWARTZ, NICHOLAS, LIFTON & TAYLOR, LTD. CASH BALANCE PENSION PLAN
Cash balance
Assets$3.3M
Participants33
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ROBBINS, SCHWARTZ, NICHOLAS, LIFTON & TAYLOR, LTD 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $35.9M | 101 | 2025 |
| #005 | ROBBINS, SCHWARTZ, NICHOLAS, LIFTON & TAYLOR, LTD. CASH BALANCE PENSION PLAN | Cash balance | $3.3M | 33 | 2025 |
- #003 · 401(k) · 2025101
- #005 · Cash balance · 202533
Retirement plans