Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AZRAEL, FRANZ, SCHWAB, LIPOWITZ
EIN 52-6041516legal servicesLatest filing 2025
Plans
2
Retirement
2
$13.3M assets
Welfare
0
Participants
26
101 E CHESAPEAKE AVENUE, FLOOR 5 - TOWSON, MD 21286410-821-6800azraelfranz.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.3M assets / 26 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
AZRAEL, FRANZ, SCHWAB, LIPOWITZ & SOLTER, LLC 401(K) PLAN
401k
Assets$6.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AZRAEL, FRANZ, SCHWAB, LIPOWITZ & SOLTER, LLC 401(K) PLAN
401k
Assets$6.5M
Participants13
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 | AZRAEL, FRANZ, SCHWAB, LIPOWITZ & SOLTER, LLC 401(K) PLAN | 401k | $6.7M | 13 | 2025 | |
| 001 | AZRAEL, FRANZ, SCHWAB, LIPOWITZ & SOLTER, LLC 401(K) PLAN | 401k | $6.5M | 13 | 2024 |
Retirement plans