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Sponsor portfolio

BAUMAN LAW GROUP P.C.

EIN 47-5649158-law practice-Latest filing 2024
Plans
2
Retirement
2
$755K assets
Welfare
0
Participants
7
141 PARKWAY ROAD, SUITE 8 - BRONXVILLE, NY 10708917-478-2666baumanlawgroup.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$472K - 3 part#001401k-$283K - 4 part

Retirement portfolio analytics

2 plans aggregated / $755K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CASH BALANCE PLAN (#002)63%
  • PLAN AND TRUST (#001)37%
Total $755KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BAUMAN LAW GROUP P.C. CASH BALANCE PLAN

CashBalance

Assets$472K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BAUMAN 401K PLAN AND TRUST

401k

Assets$283K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BAUMAN LAW GROUP P.C. CASH BALANCE PLANCashBalance$472K32024
001BAUMAN 401K PLAN AND TRUST401k$283K42024
Retirement plans
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