Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEIN & BROCKMANN, PA
EIN 85-0379264legal servicesLatest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
8
P.O. BOX 2067 - SANTA FE, NM 87504505-983-3880newmexicowaterlaw.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 8 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
STEIN & BROCKMANN, P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$5.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEIN & BROCKMANN, PA CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants4
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 | STEIN & BROCKMANN, P.A. 401(K) PROFIT SHARING PLAN | 401k | $5.7M | 4 | 2025 | |
| 002 | STEIN & BROCKMANN, PA CASH BALANCE PLAN | CashBalance | $2.1M | 4 | 2025 |
Retirement plans