Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOLD, POLISNER, MADDOW, ET AL
EIN 68-0301277law practiceLatest filing 2024
Plans
2
Retirement
2
$9.0M assets
Welfare
0
Participants
47
2125 OAK GROVE RD STE 210 - WALNUT CREEK, CA 945982521925-933-7777bpmnjlaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.0M assets / 47 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
BOLD, POLISNER, MADDOW, NELSON & JUDSON 401(K) PROFIT SHARING
401k
Assets$6.9M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOLD, POLISNER, MADDOW, NELSON & JUDSON PENSION PLAN
MoneyPurchase
Assets$2.1M
Participants16
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 | BOLD, POLISNER, MADDOW, NELSON & JUDSON 401(K) PROFIT SHARING | 401k | $6.9M | 31 | 2024 | |
| 002 | BOLD, POLISNER, MADDOW, NELSON & JUDSON PENSION PLAN | MoneyPurchase | $2.1M | 16 | 2024 |
Retirement plans