Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FERRY JOSEPH, P.A.
EIN 51-0328068legal servicesLatest filing 2024
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
41
1521 CONCORD PIKE, SUITE 202 - WILMINGTON, DE 19803302-368-0497ferryjoseph.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 41 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
FERRY JOSEPH, P.A. IRC 401(K) RETIREMENT PLAN
401k
Assets$6.8M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FERRY JOSEPH, P.A. CASH BALANCE PLAN
CashBalance
Assets$591K
Participants18
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 | FERRY JOSEPH, P.A. IRC 401(K) RETIREMENT PLAN | 401k | $6.8M | 23 | 2024 | |
| 002 | FERRY JOSEPH, P.A. CASH BALANCE PLAN | CashBalance | $591K | 18 | 2024 |
Retirement plans