Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JACOBOWITZ NEWMAN TVERSKY LLP
EIN 82-0854280Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
30
377 PEARSALL AVE., SUITE C - CEDARHURST, NY 11516212-612-1110
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 30 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
JACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN
401k
Assets$2.1M
Participants17
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 | JACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN | CashBalance | $2.5M | 13 | 2024 | |
| 001 | JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN | 401k | $2.1M | 17 | 2024 |
Retirement plans