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Sponsor portfolio

WESTCHESTER MATRIMONIAL LLC

EIN 45-3214736-law practice-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
18
222 BLOOMINGDALE ROAD, SUITE 302 - WHITE PLAINS, NY 10605917-370-0698westchestermatlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$1.0M - 10 part#002CashBalance-$609K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • MATRIMONIAL, LLC 401(K) (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MATRIMONIAL, LLC 401(K) (#001)10
  • CASH BALANCE PLAN (#002)8
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WESTCHESTER MATRIMONIAL, LLC 401(K) PLAN

401k

Assets$1.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WESTCHESTER MATRIMONIAL, LLC CASH BALANCE PLAN

CashBalance

Assets$609K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WESTCHESTER MATRIMONIAL, LLC 401(K) PLAN401k$1.0M102024
002WESTCHESTER MATRIMONIAL, LLC CASH BALANCE PLANCashBalance$609K82024
Retirement plans
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