Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONA SHAH & ASSOCIATES, PLLC
EIN 46-5580855law practiceLatest filing 2024
Plans
2
Retirement
2
$687K assets
Welfare
0
Participants
22
232 MADISON AVE. STE 1001 - NEW YORK, NY 10016212-233-7473mshahlaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $687K assets / 22 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
MONA SHAH & ASSOCIATES, PLLC PROFIT SHARING PLAN
401k
Assets$345K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MONA SHAH & ASSOCIATES, PLLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$342K
Participants8
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 | MONA SHAH & ASSOCIATES, PLLC PROFIT SHARING PLAN | 401k | $345K | 14 | 2024 | |
| 002 | MONA SHAH & ASSOCIATES, PLLC DEFINED BENEFIT PLAN | TraditionalDB | $342K | 8 | 2024 |
Retirement plans