Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DICKINSON & AVELLA, PLLC
EIN 81-1419754government relationsLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
16
111 WASHINGTON AVENUE - ALBANY, NY 12210518-859-5179dickinsonavella.comLinkedIn1-10 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 16 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
DICKINSON & AVELLA, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DICKINSON & AVELLA, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$851K
Participants10
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 | DICKINSON & AVELLA, PLLC CASH BALANCE PENSION PLAN | CashBalance | $2.6M | 6 | 2024 | |
| 002 | DICKINSON & AVELLA, PLLC 401(K) PROFIT SHARING PLAN | 401k | $851K | 10 | 2024 |
Retirement plans