Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
CONA ELDER LAW PLLC
EIN 85-3367238legal servicesLatest filing 2025
Plans
2
Retirement
2
$11.5M assets
Welfare
0
Participants
61
225 BROADHOLLOW ROAD STE 200 - MELVILLE, NY 11747631-390-5000conaelderlaw.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.5M assets / 61 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#003
CONA ELDER LAW PLLC SAFE HARBOR 401(K) PLAN AND TRUST
401k
Assets$8.4M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CONA ELDER LAW PLLC CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CONA ELDER LAW PLLC SAFE HARBOR 401(K) PLAN AND TRUST | 401k | $8.4M | 36 | 2025 | |
| 005 | CONA ELDER LAW PLLC CASH BALANCE PLAN | CashBalance | $3.1M | 25 | 2024 |
Retirement plans