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Sponsor portfolio

RUTBERG BRESLOW, LLP

EIN 82-3731258-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
28
3344 RTE 9 NORTH, SUITE 100 - POUGHKEEPSIE, NY 12601845-486-0300
Plans on this EIN
2 filings
#001401k-$2.2M - 15 part#002TraditionalDB-$1.6M - 13 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN AND TRUST (#001)57%
  • PLAN & TRUST (#002)43%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)15
  • PLAN & TRUST (#002)13
Total 28Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RUTBERG BRESLOW, LLP. 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$2.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RUTBERG BRESLOW, LLP. DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$1.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RUTBERG BRESLOW, LLP. 401K PROFIT SHARING PLAN AND TRUST401k$2.2M152024
002RUTBERG BRESLOW, LLP. DEFINED BENEFIT PLAN & TRUSTTraditionalDB$1.6M132024
Retirement plans
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