Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FERN FINKEL & ASSOCIATES PLLC
EIN 92-2021522Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
26 COURT STREET, SUITE 2500 - BROOKLYN, NY 11242347-296-8200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 10 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
FERN FINKEL & ASSOCIATES PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FERN FINKEL & ASSOCIATES PLLC CASH BALANCE PLAN
CashBalance
Assets$297K
Participants5
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 | FERN FINKEL & ASSOCIATES PLLC 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 5 | 2024 | |
| 002 | FERN FINKEL & ASSOCIATES PLLC CASH BALANCE PLAN | CashBalance | $297K | 5 | 2024 |
Retirement plans