Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COUNSEL ADVISORS INC.
EIN 93-2423182Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$897K assets
Welfare
0
Participants
8
3000 ROYAL COURT, UNIT 3202 - NORTH HILLS, NY 11040
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $897K assets / 8 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
COUNSEL ADVISORS INC. CASH BALANCE PLAN
CashBalance
Assets$658K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
COUNSEL ADVISORS INC. 401(K) PLAN
401k
Assets$239K
Participants4
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 | COUNSEL ADVISORS INC. CASH BALANCE PLAN | CashBalance | $658K | 4 | 2025 | |
| 001 | COUNSEL ADVISORS INC. 401(K) PLAN | 401k | $239K | 4 | 2025 |
Retirement plans