Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Woods Lonergan PLLC
EIN 47-2747689law practiceLatest filing 2025
Plans
2
Retirement
2
$512K assets
Welfare
0
Participants
13
ONE GRAND CENTRAL PLACE, 60 EAST 42ND STREET, SUITE 1410 - NEW YORK, NY 10165212-684-2500woodslaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $512K assets / 13 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
WOODS LONERGAN PLLC 401(K) PLAN
401(k)
Assets$327K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WOODS LONERGAN PLLC CASH BALANCE PLAN
Cash balance
Assets$185K
Participants5
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 | WOODS LONERGAN PLLC 401(K) PLAN | 401(k) | $327K | 8 | 2025 | |
| 002 | WOODS LONERGAN PLLC CASH BALANCE PLAN | Cash balance | $185K | 5 | 2025 |
Retirement plans