Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICES OF DAVID S WALTZER PC
EIN 77-0677020Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$729K assets
Welfare
0
Participants
6
187 EAST MARKET ST. STE P850 - RHINEBECK, NY 12572973-224-0714davidgalanter.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $729K assets / 6 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
LAW OFFICES OF DAVID S WALTZER PC CASH BALANCE PLAN
CashBalance
Assets$692K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICES OF DAVID S WALTZER PC 401(K)/PROFIT SHARING
401k
Assets$37K
Participants3
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 | LAW OFFICES OF DAVID S WALTZER PC CASH BALANCE PLAN | CashBalance | $692K | 3 | 2024 | |
| 001 | LAW OFFICES OF DAVID S WALTZER PC 401(K)/PROFIT SHARING | 401k | $37K | 3 | 2024 |
Retirement plans