Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PENA & BROMBERG, PC
EIN 38-3852466legal servicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
47
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 47 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#002
PENA & BROMBERG, PC 401K PROFIT SHARIING PLAN
401k
Assets$906K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PENA & BROMBERG, PC CASH BALANCE PLAN
CashBalance
Assets$726K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PENA & BROMBERG, PC 401K PROFIT SHARIING PLAN | 401k | $906K | 30 | 2025 | |
| 003 | PENA & BROMBERG, PC CASH BALANCE PLAN | CashBalance | $726K | 17 | 2025 |
Retirement plans