Sponsor portfolio
JOEL MERMELSTEIN INS & FINANCIAL SERVICES
EIN 92-4028497Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$113K assets
Welfare
0
Participants
3
22 US 6 L1 - PORT JERVIS, NY 12771845-506-2075
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JM INSURANCE & FINANCIAL SERVICES 401(K) PLAN | 401k | $113K | 3 | 2025 |
Retirement plans