Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRAD LIPPITZ GROUP LLC
EIN 84-3983378Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 4 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
BRAD LIPPITZ GROUP LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BRAD LIPPITZ GROUP LLC 401(K) PROFIT SHARING PLAN
401k
Assets$308K
Participants2
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 | BRAD LIPPITZ GROUP LLC CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 2 | 2024 | |
| 001 | BRAD LIPPITZ GROUP LLC 401(K) PROFIT SHARING PLAN | 401k | $308K | 2 | 2024 |
Retirement plans