Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Westchester Recovery Advocates Inc.
EIN 85-3885676Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
2
$383K assets
Welfare
0
Participants
3
130 SUNSET RD. - MONTROSE, NY 10548917-930-9716
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $383K assets / 3 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
WESTCHESTER RECOVERY ADVOCATES INC. CASH BALANCE PLAN
Cash balance
Assets$212K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WESTCHESTER RECOVERY ADVOCATES INC. 401(K) PLAN
401(k)
Assets$170K
Participants2
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 | WESTCHESTER RECOVERY ADVOCATES INC. CASH BALANCE PLAN | Cash balance | $212K | 1 | 2025 | |
| 002 | WESTCHESTER RECOVERY ADVOCATES INC. 401(K) PLAN | 401(k) | $170K | 2 | 2025 |
Retirement plans