Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID PLOTKIN L.L.C
EIN 52-2182671Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
4
3416 OLANDWOOD CT. #204 - OLNEY, MD 20832301-980-7300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 4 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#002
DAVID PLOTKIN L.L.C CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DAVID PLOTKIN L.L.C 401(K)/PROFIT SHARING
401k
Assets$165K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAVID PLOTKIN L.L.C CASH BALANCE PLAN | CashBalance | $1.9M | 2 | 2025 | |
| 001 | DAVID PLOTKIN L.L.C 401(K)/PROFIT SHARING | 401k | $165K | 2 | 2025 |
Retirement plans