Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANKS, GERKIN, PONITZ & GREELEY P.C.
EIN 36-4199605law practiceLatest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
28
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 28 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#001
FRANKS, GERKIN, PONITZ & GREELEY 401(K) PLAN
401k
Assets$7.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRANKS, GERKIN, PONITZ & GREELEY P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$448K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRANKS, GERKIN, PONITZ & GREELEY 401(K) PLAN | 401k | $7.3M | 20 | 2025 | |
| 002 | FRANKS, GERKIN, PONITZ & GREELEY P.C. CASH BALANCE PENSION PLAN | CashBalance | $448K | 8 | 2024 |
Retirement plans