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Sponsor portfolio

LIEBERMAN & LIEBERMAN PLLC

EIN 92-3526638-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
7 RENAISSANCE SQUARE, 6TH FLOOR - WHITE PLAINS, NY 10601914-962-0400
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 3 part#001401k-$588K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PENSION (#002)64%
  • PLLC INCENTIVE Savings (#001)36%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC INCENTIVE Savings (#001)7
  • CASH BALANCE PENSION (#002)3
Total 10Click 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#002

LIEBERMAN & LIEBERMAN PLLC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LIEBERMAN & LIEBERMAN PLLC INCENTIVE SAVINGS PLAN

401k

Assets$588K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LIEBERMAN & LIEBERMAN PLLC CASH BALANCE PENSION PLANCashBalance$1.1M32025
001LIEBERMAN & LIEBERMAN PLLC INCENTIVE SAVINGS PLAN401k$588K72025
Retirement plans
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