Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
BERT MCDOWELL INJURY LAW, LLC
EIN 84-3827929Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$748K assets
Welfare
0
Participants
15
1450 BARNUM AVENUE, SUITE 201 - BRIDGEPORT, CT 06610203-690-1030bringonbert.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $748K assets / 15 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
BERT MCDOWELL INJURY LAW CASH BALANCE PLAN
CashBalance
Assets$439K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BERT MCDOWELL INJURY LAW 401(K) PLAN
401k
Assets$309K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERT MCDOWELL INJURY LAW CASH BALANCE PLAN | CashBalance | $439K | 5 | 2024 | |
| 001 | BERT MCDOWELL INJURY LAW 401(K) PLAN | 401k | $309K | 10 | 2024 |
Retirement plans