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Sponsor portfolio

MY SPECIALTY

EIN 85-1969334-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$153K assets
Welfare
0
Participants
9
1070 NJ-34 - MATAWAN, NJ 07747903-505-3252
Plans on this EIN
2 filings
#002TraditionalDB-$136K - 2 part#001401k-$17K - 7 part

Retirement portfolio analytics

2 plans aggregated / $153K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • DEFINED BENEFIT PLAN (#002)89%
  • MY SPECIALTY (#001)11%
Total $153KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MY SPECIALTY (#001)7
  • DEFINED BENEFIT PLAN (#002)2
Total 9Click 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#002

MY SPECIALTY RX LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$136K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MY SPECIALTY

401k

Assets$17K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MY SPECIALTY RX LLC DEFINED BENEFIT PLANTraditionalDB$136K22024
001MY SPECIALTY401k$17K72025
Retirement plans
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