Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AHDORNED BY TRACEY LANE NOVICK LLC
EIN 40-0015978Retail TradeLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
12
2 WILLIAM STREET SUITE 312 - WHITE PLAINS, NY 10601917-855-4605
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 12 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
AHDORNED BY TRACEY LANE NOVICK LLC PENSION PLAN
CashBalance
Assets$783K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AHDORNED BY TRACEY LANE NOVICK LLC 401(K) PLAN
401k
Assets$409K
Participants6
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 | AHDORNED BY TRACEY LANE NOVICK LLC PENSION PLAN | CashBalance | $783K | 6 | 2024 | |
| 002 | AHDORNED BY TRACEY LANE NOVICK LLC 401(K) PLAN | 401k | $409K | 6 | 2024 |
Retirement plans