Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOLWELL SHUSTER & GOLDBERG, LLP
EIN 45-4222592law practiceLatest filing 2024
Plans
2
Retirement
2
$37.6M assets
Welfare
0
Participants
290
425 LEXINGTON AVENUE, 14TH FLOOR - NEW YORK, NY 10017646-837-5131hsgllp.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $37.6M assets / 290 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
76%top
- ASCENSUS LLC76%
- (Not disclosed)24%
Participants 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
HSG RETIREMENT PLAN
401k
Assets$28.5M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HSG CASH BALANCE PLAN
CashBalance
Assets$9.0M
Participants102
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 | HSG RETIREMENT PLAN | 401k | $28.5M | 188 | 2024 | |
| 002 | HSG CASH BALANCE PLAN | CashBalance | $9.0M | 102 | 2024 |
Retirement plans