Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RIVKIND & MARGULIES, P.A.
EIN 65-0206036law practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M 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
RIVKIND & MARGULIES, P.A. 401(K) PLAN
401k
Assets$809K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RIVKIND & MARGULIES, P.A. CASH BALANCE PLAN
CashBalance
Assets$787K
Participants4
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 | RIVKIND & MARGULIES, P.A. 401(K) PLAN | 401k | $809K | 9 | 2024 | |
| 002 | RIVKIND & MARGULIES, P.A. CASH BALANCE PLAN | CashBalance | $787K | 4 | 2024 |
Retirement plans