Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WASSER, COOPERMAN & MANDLES PROFESSIONAL CORPORATION
EIN 95-3929529Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$18.3M assets
Welfare
0
Participants
54
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.3M assets / 54 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
WASSER, COOPERMAN & MANDLES PROFIT SHARING PLAN
ProfitSharing
Assets$15.1M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WASSER, COOPERMAN & MANDLES PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN
CashBalance
Assets$3.1M
Participants19
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 | WASSER, COOPERMAN & MANDLES PROFIT SHARING PLAN | ProfitSharing | $15.1M | 35 | 2024 | |
| 003 | WASSER, COOPERMAN & MANDLES PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN | CashBalance | $3.1M | 19 | 2024 |
Retirement plans