Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BATTINO & SOKOLOW PLLC
EIN 46-1477309Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
3
$1.1M assets
Welfare
0
Participants
17
1213 33RD ST. NW - WASHINGTON, DC 20007202-269-3333
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.1M assets / 17 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
BATTINO & SOKOLOW PLLC 401K SAFE HARBOR PLAN
401k
Assets$720K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BATTINO & SOKOLOW CASH BALANCE PLAN
CashBalance
Assets$304K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BATTINO & SOKOLOW PROFIT SHARING PLAN
ProfitSharing
Assets$81K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BATTINO & SOKOLOW PLLC 401K SAFE HARBOR PLAN | 401k | $720K | 7 | 2024 | |
| 002 | BATTINO & SOKOLOW CASH BALANCE PLAN | CashBalance | $304K | 5 | 2024 | |
| 003 | BATTINO & SOKOLOW PROFIT SHARING PLAN | ProfitSharing | $81K | 5 | 2024 |
Retirement plans