Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $1.5M assets / 23 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BATTINO & SOKOLOW PLLC 401K SAFE HARBOR PLAN | 401(k) | $847K | 11 | 2025 |
| #002 | BATTINO & SOKOLOW CASH BALANCE PLAN | Cash balance | $470K | 6 | 2025 |
| #003 | BATTINO & SOKOLOW PROFIT SHARING PLAN | Profit-sharing | $144K | 6 | 2025 |