Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
CAESAR, NAPOLI & SPIVAK PLLC
EIN 88-0731226Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$12.0M assets
Welfare
0
Participants
75
233 BROADWAY, SUITE #2348 - NEW YORK, NY 10279212-226-2100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.0M assets / 75 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#002
CAESAR, NAPOLI & SPIVAK PLLC RETIREMENT PLAN AND TRUST AND 401(K)
401k
Assets$8.1M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CAESAR, NAPOLI & SPIVAK PLLC CASH BALANCE PLAN
CashBalance
Assets$3.9M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAESAR, NAPOLI & SPIVAK PLLC RETIREMENT PLAN AND TRUST AND 401(K) | 401k | $8.1M | 41 | 2025 | |
| 003 | CAESAR, NAPOLI & SPIVAK PLLC CASH BALANCE PLAN | CashBalance | $3.9M | 34 | 2024 |
Retirement plans