Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
HUPP, MARGOLIS & LEAK, LLC
EIN 93-1881338legal servicesLatest filing 2025
Plans
3
Retirement
2
$919K assets
Welfare
1
Participants
30
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $919K assets / 23 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
HUPP MARGOLIS & LEAK LLC 401(K) PLAN
401k
Assets$611K
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HUPP MARGOLIS & LEAK LLC CASH BALANCE PLAN
CashBalance
Assets$308K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
HUPP MARGOLIS & LEAK LLC CHAMBER BENEFIT ARRANGEMENT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HUPP MARGOLIS & LEAK LLC 401(K) PLAN | 401k | $611K | 15 | 2025 | |
| 002 | HUPP MARGOLIS & LEAK LLC CASH BALANCE PLAN | CashBalance | $308K | 8 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HUPP MARGOLIS & LEAK LLC CHAMBER BENEFIT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans