Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT F. LISS, P.C.
EIN 38-2991894law practiceLatest filing 2025
Plans
2
Retirement
2
$862K assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $862K assets / 9 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
LISS, SHAPERO & MITNICK 401(K) PLAN
401k
Assets$437K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LISS, SHAPERO & MITNICK CASH BALANCE PENSION PLAN
CashBalance
Assets$425K
Participants2
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 | LISS, SHAPERO & MITNICK 401(K) PLAN | 401k | $437K | 7 | 2025 | |
| 002 | LISS, SHAPERO & MITNICK CASH BALANCE PENSION PLAN | CashBalance | $425K | 2 | 2025 |
Retirement plans