Assets by plan
Share of aggregate retirement assets
- ATWOOD LLP 401(K) (#001)$156.2M
Filings through .
Pierce Atwood LLP
EIN 01-0190452law practiceLatest filing 2025
Plans
3
Retirement
2
$156.2M assets
Health & Benefits
1
$5.3M premiums
Participants
588
MERRILL'S WHARF, 254 COMMERCIAL STREET - PORTLAND, ME 04101207-791-1100pierceatwood.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $156.2M assets / 338 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- CHARLES SCHWAB & CO., INC.$156.2M
- (Not disclosed)$605
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.3M premiums / 333 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.8M
- Dental$4.8M
- Vision$4.8M
- Prescription drug$4.8M
- Other$530K
- Life$525K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PIERCE ATWOOD LLP 401(K) PLAN
401(k)
Assets$156.2M
Participants338
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PIERCE ATWOOD LLP 401(K) PLAN 2
401(k)
Assets$605
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PIERCE ATWOOD FLEXIBLE BENEFITS PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$5.3M
Covered lives333
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PIERCE ATWOOD LLP 401(K) PLAN | 401(k) | $156.2M | 338 | 2025 |
| #002 | PIERCE ATWOOD LLP 401(K) PLAN 2 | 401(k) | $605 | 0 | 2024 |
- #001 · 401(k) · 2025338
- #002 · 401(k) · 20240
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PIERCE ATWOOD FLEXIBLE BENEFITS PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5.3M | 333 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025333
Retirement plans
Health & Benefits plans