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Sponsor portfolio

ROSS FELLER CASEY LLP

EIN 87-0776027-law practice-Latest filing 2024
Plans
2
Retirement
2
$27.4M assets
Welfare
0
Participants
95
ONE LIBERTY PLACE, 1650 MARKET STREET, SUITE 3450 - PHILADELPHIA, PA 19103215-574-3088rossfellercasey.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$20.6M - 61 part#002CashBalance-$6.8M - 34 part

Retirement portfolio analytics

2 plans aggregated / $27.4M assets / 95 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • FELLER CASEY 401(K) (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $27.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FELLER CASEY 401(K) (#001)61
  • CASH BALANCE PLAN (#002)34
Total 95Click 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#001

ROSS FELLER CASEY 401(K) PLAN

401k

Assets$20.6M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROSS FELLER CASEY LLP CASH BALANCE PLAN

CashBalance

Assets$6.8M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROSS FELLER CASEY 401(K) PLAN401k$20.6M612024
002ROSS FELLER CASEY LLP CASH BALANCE PLANCashBalance$6.8M342024
Retirement plans
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